Head of Client Relationship Management

This Head of Client Relationship Management job in Luton provides opportunity to lead a team of 6, consisting of Client Relationship Managers.

This is an exciting, new management opportunity for an individual to lead their dedicated, talented team who provide quality support to their Financial Advisers and Paraplanners. The team is highly client focused, undertaking diary management, client liaison, administrative duties and ensuring the business continues to run smoothly. As Head of Client Relationship Management, it will be your responsibility to ensure the team have the right support to undertake their duties effectively.

In addition, they are looking for you to undertake technical admin support, acting as a bridge between their Administrators and Paraplanners. Duties you will undertake include financial calculations, short reasons why letters and policy review checklists. This part of the role is evolving, with your suggestions being valued by the Senior Management team.

Head of Client Relationship Management Requirements

• You must have 3+ years of experience working within an administrative capacity within a financial planning firm
• You must have 1+ years of team leadership / management experience
• You must be a people focused individual and enjoy working collaboratively together

The Company

This long established financial planning firm take great pride in the quality, bespoke service they provide to clients. Not satisfised standing still, the whole team consistently work together towards new goals and projects to improve the business for the benefit of their team and their clients.

Head of Client Relationship Management Benefits

• Salary of £38,000 - £42,000 depending on experience
• Plus company benefits which include: company revenue bonuses, annual appraisal bonus, support to obtain industry exams with paid study leave and financial rewards for for every exam passed, auto enrolment and DIS
• Regular onsite and offsite social events, including trips away
• Office based role with up to 2 days from home once passed probation
• Opportunity to have a key role and be part of their Senior Management team

Location

Luton

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