Client Relationship Manager (financial) Edinburgh

Edinburgh  ‐ Onsite
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Description

Client Relationship Manager (financial planning) Edinburgh

MyEdinburghbased client are growing well and as a result are hiring for a client relationship manager to join their thriving team

As the Client Relations Manager is responsible for building relationships with new and existing partners, and providing them with an operational support facility ensuring service standards are met. This is a key role with a huge amount of responsibility and importance from day one.

You will need to bring your key skills of managing relationships, managing processes, administration and organisation, and in return, you will join a thriving team working with very interesting clients

This is a permenent role, based in Edinburgh, salary up to £27,000

Experience required
  • Previous experience working within a client relationship role
  • Financial Planning Certificate is desirable
  • Wrap platform knowledge is desirable
  • Good understanding of financial products, legislation and procedures
  • Awareness of money laundering, compliance and TCF principles
  • Good word and excel skill


I am shortlisting for this role over the weekend, so please send me through your CV, and I will review for you

To find out more about Huxley Associates, please visit www.huxley.com
Start date
12/2013
From
Huxley Associates
Published at
19.10.2013
Project ID:
615523
Contract type
Permanent
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