We are currently recruiting for a boutique financial planning practice in Hitchin who are looking for an experinced Cleint Relationship Manager to join their team.
The opportunityAre you a qualified and experienced administrator seeking to make your next move in the industry?
Maybe you would like to develop in your role, have more client contact or progress to become a para-planner, adviser or just be the best you can be?
Whatever your career goals are, we have the desire, means and ability to support you to achieve them.
What they are looking for
Super-organised, capable, enjoys working with people, a keen eye for detail, well-presented work and some life experience.
These are the skills and attributes they are looking for and if you have them, we’d love to hear from you!
This role is full-time, and office based. But they do have a lovely office!
You would need to have gained experience at an IFA, financial planning firm or wealth manager and be able to easily get to Hitchin.
They are an established, successful, and financially secure business with a strong brand. They have very high standards, a friendly team. This is a fantastic opportunity toimmerse yourself in business administration and client relationship management and become a vital support to the Managing Director.
The role
Working with the MD and other team members, you will be respon...