Client Relationship Manager

Client Relationship Manager

Horsham, West Sussex

Salary - £18,000 to £30,000 (Depending on qualifications and experience)

Monday - Friday 9am to 5pm

Performance Related Bonus of up to 25% of Salary

30 Days Annual Leave

Group Pension Scheme

Aptus Wealth Limited are a growing Chartered Financial Planning firm based in Horsham West Sussex and Eastbourne, East Sussex. We are seeking to appoint a Client Relationship Manager at our Horsham office to assist with general administration, report writing and the delivery of services to our clients.

Duties and Responsibilities:

Office Support

  • Answering telephone calls
  • Managing post and deliveries
  • Managing meeting rooms and the room booking system
  • Stock Management for stationary and office supplies

Sales Administration

  • Database management; maintaining customer records
  • Arranging Client Meetings and Diary Management
  • Processing documentation
  • Preparing and issuing reports and documentation
  • Liaising with customers
  • Preparing and distributing Newsletters

Skills and Experience

  • Previous exposure to working within an office environment
  • Positive, flexible, 'can do’ attitude with a strong sense of responsibility
  • Strong attention to detail
  • Able to communicate clearly and effectively in person and in writing
  • Excellent telephone manner
  • A good level of numeracy
  • Good IT skills and proficiency in use of Microsoft Office Suite
  • Good time management skills
  • Ability to work alone and as part of a team with good interpersonal skills
  • Ability to establish and maintain effective administrative processes
  • A willingness to undertake further study and gain professional qualifications

Required skills

  • Financial Planning
  • General Administration
  • Microsoft Office
  • Report Writing
  • Communicate Clearly

Application questions

Do you enjoy working with numbers?
Do you like dealing with enquiries on the telephone?
Are you able to use word and excel confidentaly?
Do you have good letter and report writing skills?
Are you willing to study in your own time to further your career?

Reference: 34101035

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