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Client Relationship Manager

  • Salary: £22500 - £28000 per annum + Benefits
  • Location: Birmingham, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    15 Jul 2021
  • Job reference: 35949

This is an opportunity to join an established client focused business who have been operating successfully for more than 20 years


  • Great opportunity to work with a growing lifestyle financial planning firm
  • Make a difference to the lives of our clients
  • Opportunity to develop and grow your career
  • Enjoy your work - with our friendly team and extended network
  • Have a secure and increasing income
  • All expenses paid for - training, event attendance for industry relevant events and social events
  • Employer sponsored courses and exams
  • Get involved with improving our systems and processes


  • Ability to deal with all client related issues raised by either the client, provider or advisers
  • Prepare Advisers for client meetings by updating Truth and the agenda
  • Relevant client administration experience - including writing Suitability Reports
  • Excellent knowledge of Excel and Word with ability to manage spreadsheets
  • Comfortable with using IT systems - IO/Truth/Selectapension/VC/ATEB/Iress/FE Analytics
  • Literacy, numeracy and attention to detail are crucial for this role
  • Excellent organisational skills and prepared to work as part of a team
  • Hard-working, friendly, easy going, and open to ideas
  • Prepared to listen, learn and improve skills


  • Full time basic salary of £22,500 - £28,000
  • Bonus of a 13th month salary, payable in January (subject to team and company targets)
  • Pension (3% employer matched), income protection/critical illness/death in service
  • 26 days holiday (includes sick pay and option to purchase an extra 10 days)

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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