At a Glance
- Tasks: Be the go-to person for clients, managing communications and ensuring smooth operations.
- Company: Join a well-established financial planning practice in Ipswich with a friendly team.
- Benefits: Enjoy a competitive salary, 28 days holiday, and flexible hybrid working options.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Make a real impact on client experiences while developing your professional skills.
- Qualifications: Strong communication skills and experience in client services or financial planning preferred.
The predicted salary is between 36000 - 44000 £ per year.
Spider is advertising on behalf of a well-established financial planning practice in Ipswich, Suffolk, who are looking for an experienced and personable Client Relationship Manager to join their team on a permanent, part-time basis. This is a 16-20 hour per week role, with hours spread across Monday to Friday to provide daily client cover. The practice offers flexible hybrid working, with regular attendance at their Ipswich office.
Company benefits include:
- Competitive Salary: £32,000 - £36,000 full-time equivalent, pro-rata for hours worked
- Holiday: 28 days annual leave, inclusive of Bank Holidays, pro-rata for hours worked
- Other: Flexible, hybrid working options; benefits to be discussed at interview stage
About the role: As a Client Relationship Manager, you will be a key point of contact for clients, ensuring they receive a professional, personal and responsive service. You will coordinate client communications, meetings and ongoing cases, making sure commitments are followed through and work progresses efficiently. This is a varied role that combines client relationship management, coordination and hands-on administration. You will respond to client enquiries, manage and prepare for meetings, keep cases moving, coordinate outsourced administration and maintain accurate CRM records. You will also use your judgement to identify what can be resolved independently, what should be delegated and what requires the adviser's attention.
Key responsibilities:
- Act as the first point of contact for client calls and emails, responding professionally and ensuring enquiries are followed through to the appropriate outcome
- Coordinate client meetings and cases, including initial meetings, planning, implementation, annual reviews and follow-up activity
- Manage client communications, providing clear updates, explaining next steps and ensuring requests are acknowledged and progressed
- Keep cases moving by liaising with clients, providers and support teams, identifying delays and following up outstanding actions
- Coordinate outsourced administration, providing clear instructions, delegating appropriate tasks and checking work has been completed accurately
- Complete essential administration, including meeting preparation, CRM updates, record keeping and selected day-to-day administrative tasks
About You: As a Client Relationship Manager, you will be highly organised, proactive and confident building strong client relationships and taking ownership of tasks and outcomes. Excellent communication, attention to detail and sound judgement are essential, along with the ability to manage multiple clients, meetings and cases effectively. Experience within financial planning, wealth management or another regulated client-service environment is preferred, although relevant transferable experience will be considered. You will be confident using Outlook, Microsoft Office and CRM or workflow systems, with discretion when handling sensitive personal and financial information. This role does not involve providing regulated financial advice.
About them: This is an excellent opportunity to join a small, established financial planning practice where you will work directly with an experienced financial adviser and have a genuine influence on the client experience and how the practice operates. With no layers of management, good ideas can be discussed and implemented quickly. For the right person, this is an opportunity to build a trusted and visible role within a professional, client-focused business rather than simply completing tasks behind the scenes.
Please note, Candidates must be authorised to work in the UK. If you have the relevant skills and experience for this Client Relationship Manager role and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you.
Please check your email inbox and spam/junk mail folder for any email correspondence for this role. If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments.
Client Relationship Manager employer: Spider
Join a well-established and growing transport refrigeration company in Colchester, where you will be part of a dynamic service team as a Service Accounts Administrator. Enjoy a supportive work culture that values professionalism and efficiency, alongside fantastic benefits such as 25 days of annual leave, a competitive salary, and opportunities for personal growth within the company. This role not only offers a chance to develop your administrative skills but also allows you to contribute to a reliable service that customers trust.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Spider often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Spider.
We think you need these skills to ace Client Relationship Manager
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Spider and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Spider. A little light-heartedness can go a long way!
How to prepare for a job interview at Spider
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
