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 £30,000 pa + benefits Leicestershire AL787 Angela Liscombe Financial Services Administration

Description

Client Relationship Manager  (Ref AL787)

Leicestershire

Salary £23,000 to c£30,000 + benefits and bonus

 

My client is a forward thinking IFA based in Leicestershire and they are looking to appoint a Client Relationship Manager to join an existing team.

 

This is a key administrative role within the company which also involves developing and nurturing long lasting client relationships.

 

Day to day, your role will involve carrying out all pre and post meeting administration, for both corporate and private clients.  This will involve adhering to strict company and FCA guidelines, and working to tight deadlines.  You will also have the opportunity to be involved in client meetings, and so in addition to your time management skills, systematic and forward thinking approach, you will be professional, confident and credible.

 

Knowledge Required

 

A background within wealth management, ideally in an IFA environment

Part or fully industry qualified

A good understanding of life, investment and pension products for both Corporate and Private clients

Working knowledge of Industry IT systems

Report writing skills

Experience of fund switching

Knowledge of Compliance requirements

 

Personal Attributes

 

Self motivated

Ability to work within a pressured environment and to tight deadlines

Keen to self develop

Able to work within a team

Ambitious

 

This is a fantastic opportunity for an individual who has a good solid grounding within the financial services industry and who would like to take their career to the next level.  If you would like to apply then please send an up to date CV or call Angela Liscombe at North Oak Recruitment for a confidential discussion.


 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.