Welcome to North Oak Recruitment, dedicated to delivering what we promise - a quality recruitment service. Whether you are a financial services company looking to recruit staff, or whether you are an individual looking for your next career move within financial services, you can rest assured that you will be in the safe hands of an expert, trained and experienced in managing all of your recruitment needs and putting your interests first.  Call us now for Financial Services vacancies.
 
   
 
   
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Client Relationship Manager
Salary Area Job Ref Consultant Sector
to £24,000 + benefits Warwickshire AL759 Angela Liscombe Financial Services Administration

Description

Client Relationship Manager

Leamington Spa, Warks  (our Ref AL759)

Salary £21,000 - £24,000 + benefits

 

Our client is a very well established and expanding IFA organisation, dealing with both private and corporate clients.  They now have an exciting opportunity for an individual to join their team and this role would particularly suit an individual who wishes to develop their career towards either paraplanning or a financial advisory position, although this progression is not mandatory.

 

The role

 

·         Providing administrative support to 2 financial advisers

·         Issuing illustrations

·         Liaising with the advisors’ clients and becoming their first point of contact

·         Arranging all regular client reviews with the client, on behalf of the adviser

·         Ensuring all new business is processed accurately and compliantly

·         Chasing new business through to completion

·         Liaising with the administration teams to ensure all work is carried our effectively

 

The Person

 

·         Previous experience within an IFA organisation

·         Organised and able to work to deadlines

·         IT literate, experience of Platforms and Intelligent Office would be a distinct advantage

·         Ability to interact with clients confidently

 

The Offering

 

·         Competitive basic salary, plus benefits including 25 days holiday, pension and DIS

·         Professional office environment

·         Good prospects in terms of support to take CII qualifications and either work towards becoming an Adviser or a Paraplanner

 

If this role is of interest please either contact Angela Liscombe at North Oak Recruitment or apply with an up to date CV.

 

 


 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.