Existing Business Client Relationship Manager We are seeking a dedicated Existing Business Client Relationship Manager to join a usscuessful local IFA frm in the heart of Bristol. In this role, you will be pivotal in maintaining and enhancing relationships with our existing clients, ensuring their financial needs are met with the utmost efficiency and professionalism. Day-to-day of the role: Manage the Existing Business inbox, ensuring all client instructions and queries are actioned promptly and effectively. Provide regular updates to clients about the status of their requests and communicate any potential issues. Build and maintain professional relationships with clients, becoming the first point of contact for account-related queries. Allocate tasks within the Existing Business Team and follow up to ensure timely completion. Handle technical enquiries, including those related to Capital Gains Tax, and process suitability reports. Proactively investigate client queries by liaising with third parties and reviewing client history. Interact with external platform providers and maintain effective communication. Record and manage client data accurately on our database software. Generate financial reports summarising client positions and advising on potential investment changes. Research investment data, manage online registrations with insurance companies, and keep all documentation up to date. Perform general office duties and provide cross-functional support to other teams when required. Act as an escalation point for technical enquiries and support the team in quality checking and problem resolution. Required Skills & Qualifications: Must hold a Level 4 industry qualification or higher. Proven experience in client relationship management, preferably in the financial services sector. Excellent organisational skills and the ability to work independently and as part of a team. Strong communication skills and meticulous attention to detail. Ability to manage multiple tasks and maintain high levels of client service. Experience in handling technical financial queries and using database software for client management. Benefits: Comprehensive training and support for professional development. Flexibility to pursue further qualifications. 25 days holiday plus bank holidays. Company Pension scheme. Group Life scheme. Access to an emergency fund. This role is ideal for someone who is proactive, client-focused, and eager to take on a challenging yet rewarding role within a supportive team environment. If you are looking to make a significant impact in the lives of clients and further your career in financial services, we would love to hear from you. To apply, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this position.