Client Relationship Manager

Job Title: Client Relationship Manager
Contract Type: Permanent
Location: Horsham, West Sussex
Salary: £40000 per annum + OTE up to 80000
Start Date: ASAP
Reference: BB35468764_1510239797
Contact Name: Tanya Etheridge
Contact Email:
Job Published: November 09, 2017 15:03

Job Description

Client Relationship Manager - Horsham

Our client is an award winning firm of Chartered Financial Planners based in Horsham.

Proposal for the Client Relationship Manager role:

  • This is an exciting opportunity for an experienced financial adviser to join an advice firm on an employed basis.
  • Generally you will be expected to work from the office on most days, with the requirement from time to time to meet clients at their home / offices.
  • You will be provided with clients to service and have the ability and desire to grow the client bank through networking and referrals.
  • You will receive comprehensive compliance and administration support.


  • You must be currently working as an IFA / Financial Adviser.
  • This will also suit individuals currently employed as bank assurance advisers or adviser with limited access to client, but seeking higher rewards directly related to their hard work and success.
  • You will be experienced in advising clients on all aspects of financial planning, including investments, pensions, mortgages and protection.
  • You will already hold a full diploma qualification with at least 2 years relevant experience.

Key Skills:

  • Detailed technical knowledge with which to provide a high quality financial planning service.
  • Excellent knowledge of products and prioritisation of needs and best advice.
  • Ability to think through the consequences of actions taken both internally and operationally.
  • Demonstrate the right attitude and culture, objectives and priorities.
  • Ability to demonstrate positive attitude and behaviour and a flexibility to take on feedback to develop new skills and ways of working.
  • Creative thinking ability.
  • Thorough understanding of the Compliance, Legal, Statutory and Regulatory aspects impacting upon this area.
  • Excellent communication skills and high standards of literacy essential.

We are seeking to employ a Level 4 Diploma/Chartered qualified financial adviser to service clients based in the South East of England.

If this sounds like you, please do not hesitate to apply!