North Oak Recruitment in Leicester is seeking a Client Relationship Manager (Financial Services Administrator) to manage a portfolio of clients and support a Wealth Management Consultant. The role is office based with potential for hybrid working after qualification, with a salary of around £27,000 per year plus benefits.
You will work in a team of CRMs, handle meeting prep, notes and follow-ups, and ensure high standards of client service in a fast-paced environment.
#J-18808-Ljbffr
Wealth Management Client Relations Specialist in East Leake employer: North Oak Recruitment
Join a dynamic and growing independent financial planning company in Nottinghamshire, where your role as a Financial Services Administrator will be pivotal in supporting our dedicated advisers. We pride ourselves on fostering a collaborative work culture that values professional development, offering comprehensive training and a full benefits package to ensure you thrive in your career within wealth management. With a commitment to client-focused service, you'll enjoy a rewarding environment that encourages growth and excellence.
