Client Relationship Manager
Wealth Management
Cheltenham
£26,000 - £32,500 + bonus
This role sits at the centre of a financial planning practice, where the quality of client interaction is just as important as the advice itself.
You'll be the first person clients speak to, the one who keeps cases moving, and the link between advisers, providers, and the wider support team. In a market where client experience is a key differentiator, this position plays a direct role in how the business is perceived day to day.
The position has been created as part of continued growth, with a future pathway into a Financial Adviser role for someone willing to study and develop.
What the role involves
Acting as the first point of contact for clients, handling queries and providing clear updates
Managing cases from enquiry through to completion, ensuring steady progress throughout
Liaising with providers, advisers, and third parties to keep everything on track ...