At a Glance
- Tasks: Manage client portfolios and support Wealth Management Consultants in a dynamic environment.
- Company: North Oak Recruitment, a leading firm in Leicester with a focus on client relationships.
- Benefits: Competitive salary around £30,000, hybrid work options, and additional benefits.
- Other info: Opportunity for career growth in a supportive and collaborative setting.
- Why this job: Join a team where you can make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 40000 - 50000 £ per year.
North Oak Recruitment in Leicester is seeking a Senior Client Relationship Manager (Senior Financial Services Administrator) to manage a portfolio of clients alongside a Wealth Management Consultant.
Office-based with potential hybrid after qualifying period, salary to c£30,000 plus benefits.
The role involves supporting consultants, preparing for client meetings, taking notes, coordinating actions, and liaising with providers.
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Senior Client Relationship Manager – Hybrid Wealth Services in Leicester 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.
