A well-established financial planning practice is looking to recruit an experienced Client Relationship Manager to join their team across their Wellington offices. This is a varied and client-facing administrative role, sitting at the heart of the business and providing essential support to a team of Financial Advisers.Salary up to £33,000 and hybrid working 3 days in the office The RoleThe successful candidate will serve as a key point of contact for clients, managing enquiries by phone, email and in person with professionalism and care. They will take ownership of the end-to-end administration process - from organising client review meetings and preparing valuation reports, through to processing new business applications and ensuring all actions and follow-ups are completed accurately and on time.Day-to-day responsibilities will include:Managing Financial Adviser diaries and coordinating client meetingsPreparing meeting packs and new business documentation for sign-offSubmitting, processing and following up on applications in a compliant and timely mannerMaintaining accurate client records on the back office system (Intelligent Office)Processing fund switches, rebalances, surrender requests and death claimsUploading file notes and ensuring client files meet compliance requirementsOrdering quotes and requesting policy details on behalf of advisersProviding holiday and sickness cover for colleagues as requiredThe PersonThe practice is looking for someone with a minimum of ..... full job details .....