Client Relationship Manager, Office Angels

Office Angels

Location:
United Kingdom, Wellington

Category:
Finance

Contract Type:
Employment contract

Salary:

35000.00 GBP / Year

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Job Description:

As a Client Relationship Manager, you will play a crucial role in providing exceptional administrative support to the Financial Consultants, maintaining excellent administration processes, and ensuring efficient service delivery in a financial services organisation.

Job Responsibility:

First point of contact for client queries via phone, email, and in person
Schedule meetings and manage Financial Consultants' diaries
Handle client admin queries and ensure follow-up actions are completed
Prepare meeting packs and process applications accurately and compliantly
Manage documentation, policy details, and investment instructions
Organise review meetings and prepare reports
Maintain compliant records and ensure timely follow-up and action implementation
General admin support and record maintenance in Intelligent Office
Process client requests (e.g. surrenders, claims) and provide team cover
Escalate risks and contribute to team development and industry knowledge

Requirements:

Working knowledge of financial products and regulatory standards
Strong analytical thinking and attention to detail
Excellent organisation, time management, and ability to prioritise under pressure
Confident communicator with solid IT skills
Committed to high standards and personal accountability
Positive, proactive team player with a supportive attitude
Calm and thoughtful problem-solver

What we offer:

Annual company bonus scheme
Generous annual leave allowance of 25 days, plus Bank Holidays
Fully expensed Summer and Christmas employee parties
Conveniently located luxurious office
Pension scheme for long-term financial security
Friendly and highly welcoming team

Additional Information:

Job Posted:
October 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Client Relationship Manager