Client Relationship Manager - Financial Planning

Client Relationship Manager   Financial Planning London | Hybrid Working Up to £40,000   An established Financial Planning firm in London is looking to appoint a Client Relationship Manager to take ownership of ongoing client servicing and relationship management within a high-quality private client environment.   This is a client-focused role at the centre of the advice process, ensuring clients receive a consistently high standard of communication, service, and ongoing support. You will work closely with Financial Advisers and act as a key point of contact for a portfolio of private clients.   The role suits someone who enjoys building long-term relationships, takes pride in delivering excellent service, and is confident working in a structured financial planning environment where accuracy and professionalism matter.   The Role Act as a key point of contact for private clients Manage ongoing servicing, reviews, and client communications Prepare meeting packs, valuations, and supporting documentation Support Financial Advisers with client review meetings and follow-up activity Ensure accurate and compliant records are maintained using CRM systems Handle client queries promptly and professionally   What You'll Bring Experience in financial services, wealth management, or a financial planning environment Strong client service and relationship management skills High attention to detail and strong organisation Confident communicator with a professional manner Comfortable working with CRM systems (Salesforce advantageous)   The Opportunity This is a stable, well-supported environment where client relationships are built for the long term. You'll be joining a collaborative team focused on delivering a consistently high-quality client experience, with scope to develop within the business over time. Experience within a structured financial planning environment would be advantageous, but is not essential.   Package Competitive salary Hybrid working (London + home) Supportive team environment Ongoing training and development