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Client Relationship Manager - Kingston Upon Thames, London, United Kingdom, SW153


Client Relationship Manager


up to £35k + study support

I am recruiting for an Independent, boutique Chartered Wealth Management firm based in Wimbledon. My client is looking for a Client Relationship Manager/IFA Administrator to join their sociable and dynamic team based in the lovely Wimbledon area.

Key responsibilities will be providing high quality technical adviser to the Financial Planners. You will be processing letters of authority, chasing up providers for information and liaising with clients on any queries and dealing with efficiently and timely. Processing fund switches and withdrawals, gain exposure to writing basic suitability reports.

The Company offers full study support and progression to a Paraplanner. You must have experience in a Wealth Management Firm and working towards your diploma qualification. My client offers a great working environment, generous benefits and the opportunity to join as a Client Relationship Manager/IFA Administrator and transition to a Paraplanner.

If this sounds like the next step up the career ladder for you, please do send me your CV ASAP to Ursula Sloan at Financial Divisions