At a Glance
- Tasks: Manage client relationships and ensure top-notch service in financial planning.
- Company: Established Financial Planning firm in London with a supportive team culture.
- Benefits: Competitive salary, hybrid working, ongoing training, and development opportunities.
- Other info: Stable environment with excellent career growth potential.
- Why this job: Build long-term relationships and make a real impact in clients' financial journeys.
- Qualifications: Experience in financial services and strong client relationship skills.
The predicted salary is between 40000 - 40000 £ per year.
An established Financial Planning firm in London is looking to appoint a Client Relationship Manager to take ownership of ongoing client servicing and relationship management within a high-quality private client environment.
This is a client-focused role at the centre of the advice process, ensuring clients receive a consistently high standard of communication, service, and ongoing support. You will work closely with Financial Advisers and act as a key point of contact for a portfolio of private clients.
The role suits someone who enjoys building long-term relationships, takes pride in delivering excellent service, and is confident working in a structured financial planning environment where accuracy and professionalism matter.
The Role- Act as a key point of contact for private clients
- Manage ongoing servicing, reviews, and client communications
- Prepare meeting packs, valuations, and supporting documentation
- Support Financial Advisers with client review meetings and follow-up activity
- Ensure accurate and compliant records are maintained using CRM systems
- Handle client queries promptly and professionally
- Experience in financial services, wealth management, or a financial planning environment
- Strong client service and relationship management skills
- High attention to detail and strong organisation
- Confident communicator with a professional manner
- Comfortable working with CRM systems (Salesforce advantageous)
This is a stable, well-supported environment where client relationships are built for the long term. You'll be joining a collaborative team focused on delivering a consistently high-quality client experience, with scope to develop within the business over time.
Package- Competitive salary
- Hybrid working (London + home)
- Supportive team environment
- Ongoing training and development
Client Relationship Manager - Financial Planning in London employer: Ellis James Partners Ltd
Join a well-established Financial Planning firm in London that prioritises client relationships and offers a supportive, collaborative work culture. With a competitive salary and hybrid working options, this role provides excellent opportunities for professional growth and development within a structured environment, ensuring you can thrive while delivering exceptional service to private clients.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager - Financial Planning in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone at a firm like the one we're hiring for.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their approach to client relationships and think about how your experience aligns with their values. This will help you stand out as a candidate who truly gets what they're about.
✨Tip Number 3
Practice your communication skills! As a Client Relationship Manager, you'll need to convey information clearly and professionally. Role-play common interview questions with a friend or in front of a mirror to boost your confidence.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Client Relationship Manager - Financial Planning in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your client service and relationship management skills, as these are key for the Client Relationship Manager role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about financial planning and how your background makes you a great fit. Be sure to mention any relevant experience with CRM systems, as this will catch our eye!
Showcase Your Communication Skills:Since this role is all about client communication, make sure your application is clear and professional. Use a friendly tone but keep it polished – we want to see your personality shine through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Clients
Before the interview, research the firm’s client base and their financial planning approach. Understanding their clientele will help you demonstrate your ability to build long-term relationships and provide tailored service.
✨Showcase Your Communication Skills
As a Client Relationship Manager, communication is key. Prepare examples of how you've effectively communicated with clients in the past, especially in challenging situations. This will highlight your professionalism and confidence.
✨Be Detail-Oriented
Since accuracy is crucial in financial planning, be ready to discuss how you ensure attention to detail in your work. Bring examples of how you've maintained accurate records or handled complex client queries in previous roles.
✨Familiarise Yourself with CRM Systems
If you have experience with CRM systems like Salesforce, make sure to mention it. If not, do a bit of research on how these systems work and be prepared to discuss how you would adapt to using them in your role.
