Current Vacancies


Essential Information

Client Relationship Managers serve as an important link between our company and its clients. This is to ensure excellent customer service and client satisfaction. They also manage client relationships and deliver proposals.

Client Relationship Manager Job Description

Client Relationship Managers maintain and develop client relationships. The work of a Client Relationship Manager can help make the public more aware of our business and bring in revenue. Client Relationship Managers must have a strong understanding of our company’s products and services, also knowledge of the financial sector. They must be ready to develop creative solutions for existing clients, as well as pursue new client opportunities.

Client Relationship Manager Job Duties

The main purpose of a Client Relationship Manager is to help the client meet their objectives and needs. They must design plans to achieve these goals and create robust strategies. Client managers will be required to travel to meet with clients. They must also perform research to identify new potential clients.

Client Relationship Managers may create presentations to inform potential or existing clients about our company’s products and services. They must ensure that clients are satisfied with the company at all times and will bring in repeated business by resolving any outstanding issues. They also need to inform the company of new contacts and marketing opportunities.

Client Relationship Manager Requirements

Client Relationship Managers should have a knowledge or experience working in the industry of finance or with a legal background. Client Relationship Managers should have strong communication and negotiation skills, as well as solid presentation skills. The ability to operate computer software, such as Microsoft Office, may also be helpful.

In summary, you’ll typically need previous experience or knowledge to gain employment as a Client Relationship Manager, a professional who serves as a vital link between the company and its clients to help ensure client satisfaction is meet.

Salary Info

All our Client Relationship Managers are self-employed and work when it accommodates them and the business. This works well with parents looking for that work life balance or semi retired looking for additional income. As part of the agreement you are paid on each service you agree for the client or referral to our financial advisers.

Expected earnings per annum £11,000 – £60,000

We also pay for all training at venues across the country (ideally near to your home) and you would be expected to attend around 6 to 10 of these each year.

Please email a C.V or any questions to

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