Client Relationship Manager
 
Financial Planning
London | Hybrid Working
Up to £40,000
 
An established Financial Planning firm in London is looking to appoint a Client Relationship Manager to take ownership of ongoing client servicing and relationship management within a high-quality private client environment.
 
This is a client-focused role at the centre of the advice process, ensuring clients receive a consistently high standard of communication, service, and ongoing support. You will work closely with Financial Advisers and act as a key point of contact for a portfolio of private clients.
 
The role suits someone who enjoys building long-term relationships, takes pride in delivering excellent service, and is confident working in a structured financial planning environment where accuracy and professionalism matter.
 
The Role

Act as a key point of contact for private clients
Manage ongoing servicing, reviews, and client c...