Client Relationship Manager (744) Permanent

The Client Relationship Manager (CRM) plays a pivotal role in supporting the delivery of high-quality financial planning services within a regulated environment.

This is a client-facing position requiring professionalism, discretion, and a strong understanding of the client lifecycle.

The CRM will work closely with Directors, Financial Advisers, Compliance, and other internal teams to ensure seamless client service and adherence to regulatory standards.

Summary of essential job functions:

• Support the onboarding of new clients, including KYC/AML documentation and regulatory checks in line with JFSC requirements
• Maintain accurate and up-to-date client records across internal systems
• Assist with periodic client reviews and ensure timely follow-up on action items
• Act as a primary point of contact for clients, responding to queries and requests with professionalism and care
• Prepare client-facing documentation including suitability reports, valuations, and meeting packs
• Provide administrative and logistical support to Financial Advisers for client meetings
• Monitor and track workflow items to ensure timely delivery of services