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Date Added: Wed 14/09/2022

Client Relationship Manager

Dudley, UK
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Job Type: Permanent, FullTime

Salary: £25,000 - £30,000 per annum

Job Title: Client Relationship Manager

Industry: Financial Services

Location: Dudley

Salary: Up to £30,000 depending on experience and skillset

Job reference: 16068

Job Description:

Recruit UK are working on an excellent opportunity for a Client Relationship Manager at a leading Wealth Management firm with over 25 years’ experience in the industry.

If you want an opportunity to build a long-lasting career, this could be the one for you!

As an ever-growing firm, there is plenty of room for career progression where talent is developed and nurtured from within.

There is also the chance to take part in charity fundraising events and plenty of social activities to get stuck into too.

The role includes:

  • Acting as the primary contact in managing and administering a portfolio of clients
  • Dealing with a range of investments and client affairs, acting within procedures and regulations
  • Planning, organising and prioritising workload within agreed service standards
  • Proactively supporting clients and financial advisers promptly, with an excellent level of customer service
  • Producing documents and correspondence to clients and colleagues


  • Salary of up to £30,000 depending on experience and skillset
  • Share Incentive Plan
  • Group Pension
  • Life Assurance
  • Income Protection
  • Health Cash Plan

Skills and experience required:

  • Minimum of 5 years’ experience working for advisers within financial services
  • Experience using Intelligent Office
  • Experience working with Investment Platforms
  • Awareness of compliance issues affecting financial services

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management firm based in Dudley on a Client Relationship Manager role.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

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