Robert Walters
Client Relationship Manager
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Client Relationship Manager
Salary: £35,000 - £40,000 + Bonus (OTE £60,000-£65,000)
Location: Manchester City Centre - Fully Office Based
Contract: Perm
Hours: Mon-Thur (09:00-17:30) Fri (09:00-17:00)
Build relationships. Make a difference. Grow your career.
We're working with one of the UK's fastest-growing financial planning businesses, helping make expert financial advice accessible to everyone.
This is an exciting opportunity to join a business that's investing heavily in its people. You'll receive full training, support towards professional qualifications and clear career progression, all while working in a collaborative, high-performing team.
If you enjoy building relationships, thrive in a client-facing environment and want a role where you can genuinely help people, we'd love to hear from you.
The Role
As a Client Relationship Manager, you'll be the first point of contact for clients, guiding them through their financial planning journey and ensuring they receive an outstanding experience from start to finish.
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Working closely with Financial Advisers, you'll build trusted relationships, coordinate appointments and keep clients informed every step of the way. You'll also identify opportunities, overcome objections confidently and help clients feel comfortable making important financial decisions.
Key Responsibilities
- Be the first point of contact for new and existing clients.
- Build strong, long-lasting client relationships.
- Guide clients through the financial planning process.
- Arrange appointments with Financial Advisers.
- Keep clients updated throughout their journey.
- Work closely with advisers and internal teams to deliver an excellent client experience.
- Manage a busy workload while maintaining accuracy and attention to detail.
- Handle objections confidently and convert opportunities.
- Ensure all client information is managed professionally and confidentially.
About You
We're looking for someone who enjoys working with people and has experience in a client-facing role.
You'll ideally have:
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- Experience in account management, client relationship management or sales.
- Excellent communication skills, both over the phone and by email.
- A confident, professional and personable approach.
- Strong organisational skills with the ability to manage multiple priorities.
- Experience working in a fast-paced environment.
- A commercial mindset with the confidence to identify and convert opportunities.
- A positive attitude and a genuine desire to deliver excellent customer service.
What's in it for you?
- £35,000-£40,000 basic salary
- Monthly bonus with realistic OTE of £60,000-£65,000
- Private healthcare
- Profit share scheme
- 8% employer pension contribution
- Death in service cover
- Fully funded professional qualifications
- Ongoing training and genuine career progression
- Modern Manchester City Centre offices
If you're interested in the role, then please apply below.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates.
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