82 Client Relationship Manager Jobs in Surrey

Head of Sales Operations / CRM Manager ( FTC) ( London Hybrid 1/2 days on site) Our Award winning Reg Tech client is looking to recruit an experience Head of Sales Operations / CRM Manager ( FTC) . With strong experience of CRM , change management , ...

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We are recruiting for a highly regarded IFA practice in Teddington who are looking for an experienced IFA Sales Support Administrator to join the team. Key responsibilities: Provide comprehensive administrative support to financial planners and advis...

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24,000 - 26,000 28 days holiday per year plus bank holidays 35-hour working week (Monday to Friday only, no weekends) Annual personal and company performance bonus of up to 15% of your salary Private Medical Insurance Employee Assistance Programme 15...

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This is an exciting opportunity for a Para-planner, to work as part of a team of highly trained and experienced finance professionals, for an organisation who are driven to go better than traditional financial institutions are willing to offer. They ...

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This is an exciting opportunity for a Junior Para-planner, to work as part of a team of highly trained and experienced finance professionals, for an organisation who are driven to go better than traditional financial institutions are willing to offer...

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A leading global Treasury Consultancy client of ours is looking for a Business Development Analyst to join their London Team. As a Business Development Analyst you will support the execution of business development strategies, working with stakeholde...

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Portfolio Manager Bridging Finance London Competitive Salary We are pleased to be working with a forward-thinking, fast-growing specialist bridging, refurbishment, and development lender founded and run by people who understand property. The short-te...

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Payouts Administrator Remote 30,000 plus bonus and benefits Our client is a very well established bank and leading lender providing a wide range of lending products. Due to continued growth they are looking several Payouts Administrators to join thei...

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MORTGAGE BROKER - HORSHAM - 25K - 30K Our multi-award-winning mortgage broker, based in West Sussex is expanding and looking for a professional Mortgage Broker. Responsibilities include: Completing full fact-finds to establish the best product soluti...

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Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephon...

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An amazing opportunity for a Case Manager, with a well estalbished lender based in the City The role will involve managing applications from inception through to completion and is a fantastic opportunity to join a stable and rapidly growing Lender. K...

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Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephon...

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We are looking for a diligent Product Sales Associate to join our Banking and Financial Services department. The successful candidate will offer invaluable support to our sales team, contributing to our high-performing financial services industry. Cl...

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An excellent opportunity has risen for a support role within a Financial Planning team . The role would suit a candidate who is personable, empathetic and a fast learner. There are great opportunities for progression within this organisation. An exce...

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Team Leader: Administrative Support Specialist at a Wealth Management firm The Salary range for a Client Support Team Leader is up to 35,000 Bonus & hybrid working 4 days in the office and 1 from home Are you ready to play a pivotal role in our thriv...

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GTS Banking and Finance is recruiting for a Client Experience Executive to work for our client in Surrey. Are you passionate about providing exceptional service to high net worth individuals? Are you ready to embark on a rewarding career journey with...

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Amazing Entry Level Opportunity Are you a graduate looking for their first entry level role? Do you want a role that can offer you career progression? Does the financial Services sector interest you? If you said to any of the above then keep reading ...

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We are looking for an experienced Financial / Business Support Administrator to join our clients firm based in London, who provide bespoke financial advice and services to HNW families. This role will be working as part of a team at a well-establishe...

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Buy to Let (B2L) Mortgage Specialist (Fintech) City of London This is a huge opportunity for an experienced Buy to Let Mortgage Specialist to lead, shape and, grow the Buy to Let offering within the firm. The company Are you looking to be part of a t...

Buy to Let (B2L) Mortgage Specialist (Fintech) City of London This is a huge opportunity for an experienced Buy to Let Mortgage Specialist to lead, shape and, grow the Buy to Let offering within the firm. The company Are you looking to be part of a t...

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Are you an experienced, competent, mortgage & protection advisor? Do you want mortgage enquiries provided to you, for free? If so, we want to speak to you Location: Nationwide - You can live & work from anywhere in the UK. You can either advise over ...

Join a small Team of Financial Advisers: Providing Paraplanning and Administration support for a Senior Partner. Salary on offer for this Paraplanner role is up to 50,000 with hybrid working 4 days in the office and 1 from home. Are you ready to thri...

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Buy to Let (B2L) Mortgage Specialist (Fintech) City of London This is a huge opportunity for an experienced Buy to Let Mortgage Specialist to lead, shape and, grow the Buy to Let offering within the firm. The company Are you looking to be part of a t...

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Buy to Let (B2L) Mortgage Specialist (Fintech) City of London This is a huge opportunity for an experienced Buy to Let Mortgage Specialist to lead, shape and, grow the Buy to Let offering within the firm. The company Are you looking to be part of a t...

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Buy to Let (B2L) Mortgage Specialist (Fintech) City of London This is a huge opportunity for an experienced Buy to Let Mortgage Specialist to lead, shape and, grow the Buy to Let offering within the firm. The company Are you looking to be part of a t...

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