Client Relationship Manager

About the role

We are seeking a Client Relationship Manager to join our growing Wealth Management team in Bristol. You will be the front‑of‑house representative, delivering a professional first impression while supporting Financial Consultants in managing day‑to‑day client relationships.

Key responsibilities

• Deliver exceptional, personalised service to every client.
• Handle client enquiries via phone, email and in‑person.
• Support Financial Consultants with case management and client updates.
• Process transactions and maintain accurate client records.
• Liaise with external providers to ensure a seamless client journey.
• Ensure compliance with FCA and GDPR regulations.
• Manage incoming and outgoing post, book meeting rooms and coordinate facilities.
• Perform reception duties, including preparing refreshments for meetings.
• Assist with general office coordination and administration.

Required profile

• Professional, proactive and personable with a strong customer focus.
• Excellent communication skills across all channels.
• Strong organisational and time‑management abilities.
• High attention to detail and accuracy.
• Positive "can‑do" attitude and ability to work under pressure.
• Interest in developing a career within Financial Services.
• Willingness to study and obtain industry qualifications.

Required skills

• CRM systems

What we offer

• Comprehensive induction programme and annual salary review with bonus scheme.
• Study support (financial assistance and study time).
• 30 days holiday plus bank holidays, two additional closure days and your birthday off.
• Early finish every Friday (4 pm) with no salary deduction.
• Hybrid working – one day per week from home after probation.
• Employee Assistance Programme, death‑in‑service benefit (4× salary), pension and sick pay.
• Company events and referral bonus scheme.