Quilter Business Services logo
Quilter Business Services6 days ago

Client Relationship Manager - North

Hybrid · Chester, England, United Kingdom

Type
Full Time
Level
Senior Level
Education
Not Specified
Company size
Unknown

Job Summary

Client Relationship Manager role overseeing and leading a team of client support professionals delivering high-quality service to Financial Planners and private clients. Responsibilities include supporting work allocation, overseeing new business processing and implementation, monitoring regulatory time-scales, maintaining client records, ensuring excellent client experiences, driving process improvements, and providing coaching and leadership for a compliant, well-resourced team. Regular travel to connect with teams across the country is expected. The role requires experience in financial services administration, strong people management skills, knowledge of advice administration systems (e.g., Voyant, xplan), and a solid understanding of regulatory and provider requirements. Hybrid working arrangement based in Chester with interaction with Leeds and Carlisle offices.

Sorce

Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started

Quilter Business Services

Client Relationship Manager - North

Apply on Sorce