37 Client Relations jobs in the United Kingdom
Client Relations Manager (Acquiring)
Posted 6 days ago
Job Viewed
Job Description
payabl. empowers businesses to grow through payments innovation and banking services. Our ambition is to expand our strong portfolio of global financial services we provide to businesses and make them all available in one place on our platform we call payabl.one. As a licensed financial company with principal membership with card schemes, we specialize in global payments and providing businesses with multi-currency accounts.
About the Role:
Our Client Relations Team is expanding, and we’re looking for a proactive, client-focused professional to join us! If you thrive in a dynamic, fast-paced environment and are eager to be part of a rapidly growing European fintech company, this could be the perfect opportunity for you. We value transparency, collaboration, and innovation, and we’re seeking a talented Client Relations Manager who can build lasting client relationships, drive success, and make a meaningful impact.
Reporting Line: This role reports directly to the Group Chief Growth Officer
Key responsibilities:
As a Client Relations Manager , you will play a crucial role in managing and enhancing client relationships while ensuring seamless service delivery. Your responsibilities will include:
- Client Relationship Management: Serve as the primary point of contact for an assigned portfolio of clients, fostering strong, long-term relationships and acting as their trusted advisor.
- Client Success & Optimization: Provide expert guidance on system usage, offering insights and recommendations to help clients maximize efficiency and value.
- Issue Resolution & Performance Monitoring: Monitor system performance, proactively identify potential issues, and coordinate with internal teams to resolve challenges swiftly.
- Liaison & Coordination: Act as a bridge between clients and suppliers, ensuring that client requirements are clearly communicated and met.
- Project Oversight: Manage client-driven projects from inception to completion, ensuring alignment with specifications, deadlines, and quality standards.
- Collaboration with Sales & Product Teams: Work closely with the Sales team to provide clients with updates on product enhancements, ensuring they are fully informed and engaged.
Who You Are:
You’re a client champion—driven, strategic, and obsessed with delivering exceptional service. You thrive in fast-paced environments, effortlessly building relationships, retaining key clients, and driving business growth. You don’t just manage accounts; you elevate them. With deep expertise in the fintech and payments space, you anticipate industry shifts, adapt quickly, and always stay one step ahead.
- Fintech & Payments Expert – You bring 3+ years of experience in client relations, business development, or sales within fintech, payments, or financial services. You understand acquiring, cross-border payments, and merchant solutions inside out.
- Client-Centric & Growth-Driven – You know how to build strong, long-lasting relationships. You proactively engage clients, drive retention, and contribute to market expansion.
- Industry Insider – You have a deep understanding of the payments ecosystem, emerging trends, regulatory landscapes, and competitive dynamics.
- Data-Driven & Strategic – You leverage customer success metrics and KPIs to make informed decisions and maximize client value.
- Exceptional Communicator – Whether it’s negotiating deals, delivering impactful presentations, or resolving complex client needs, you communicate with confidence and clarity.
- Fast-Paced & Adaptable – You thrive in a dynamic, ever-changing environment and can pivot quickly to meet evolving business needs.
- Multilingual & Globally Minded – Fluent in English (additional languages are a plus). You understand diverse markets and are ready to engage clients across regions.
- Always on the Move – You’re willing to travel as needed to strengthen client relationships, attend key industry events, and drive business success
The perks of being a payabl.er:
- Drive in Style: Enjoy the added perk of a company car, provided upon completing one year of employment—subject to performance and availability.
- Future-Proof Your Finances: Jump on board, and after your probation period, we'll kickstart your Provident Fund.
- Grow Without Limits: Our environment is all about nurturing your talents and fuelling your ambition with endless opportunities for professional development.
- Speak Like a Local: Greek language classes, offered twice a week for all team members.
- Shop and Save: Get exclusive access to a discount card at various local businesses.
- Multicultural Workplace: Thrive in a company that celebrates diversity and values your unique contributions. Here, every perspective is appreciated, and every voice is heard.
- Lead the Charge in Pioneering Projects: Be at the forefront of innovation by playing a key role in groundbreaking projects.
- Max Out Your Downtime: With 25 days off plus public holidays, and an extra 10 days for when you're under the weather, we make sure you have ample time to relax, recharge, and return brighter.
- Support for Your Educational Aspirations: We're here to support your educational pursuits because we believe in investing in your growth.
- Wolt Your Way Through Lunch: Enjoy a Wolt lunch allowance of €150 per month.
Client Relations Manager (Acquiring)
Posted 26 days ago
Job Viewed
Job Description
payabl. empowers businesses to grow through payments innovation and banking services. Our ambition is to expand our strong portfolio of global financial services we provide to businesses and make them all available in one place on our platform we call payabl.one. As a licensed financial company with principal membership with card schemes, we specialize in global payments and providing businesses with multi-currency accounts.
About the Role:
Our Client Relations Team is expanding, and we’re looking for a proactive, client-focused professional to join us! If you thrive in a dynamic, fast-paced environment and are eager to be part of a rapidly growing European fintech company, this could be the perfect opportunity for you. We value transparency, collaboration, and innovation, and we’re seeking a talented Client Relations Manager who can build lasting client relationships, drive success, and make a meaningful impact.
Reporting Line: This role reports directly to the Head of Client Management
Key responsibilities:
As a Client Relations Manager , you will play a crucial role in managing and enhancing client relationships while ensuring seamless service delivery. Your responsibilities will include:
- Client Relationship Management: Serve as the primary point of contact for an assigned portfolio of clients, fostering strong, long-term relationships and acting as their trusted advisor.
- Client Success & Optimization: Provide expert guidance on system usage, offering insights and recommendations to help clients maximize efficiency and value.
- Issue Resolution & Performance Monitoring: Monitor system performance, proactively identify potential issues, and coordinate with internal teams to resolve challenges swiftly.
- Liaison & Coordination: Act as a bridge between clients and suppliers, ensuring that client requirements are clearly communicated and met.
- Project Oversight: Manage client-driven projects from inception to completion, ensuring alignment with specifications, deadlines, and quality standards.
- Collaboration with Sales & Product Teams: Work closely with the Sales team to provide clients with updates on product enhancements, ensuring they are fully informed and engaged.
Who You Are:
You’re a client champion—driven, strategic, and obsessed with delivering exceptional service. You thrive in fast-paced environments, effortlessly building relationships, retaining key clients, and driving business growth. You don’t just manage accounts; you elevate them. With deep expertise in the fintech and payments space, you anticipate industry shifts, adapt quickly, and always stay one step ahead.
- Fintech & Payments Expert – You bring 3+ years of experience in client relations, business development, or sales within fintech, payments, or financial services. You understand acquiring, cross-border payments, and merchant solutions inside out.
- Client-Centric & Growth-Driven – You know how to build strong, long-lasting relationships. You proactively engage clients, drive retention, and contribute to market expansion.
- Industry Insider – You have a deep understanding of the payments ecosystem, emerging trends, regulatory landscapes, and competitive dynamics.
- Data-Driven & Strategic – You leverage customer success metrics and KPIs to make informed decisions and maximize client value.
- Exceptional Communicator – Whether it’s negotiating deals, delivering impactful presentations, or resolving complex client needs, you communicate with confidence and clarity.
- Fast-Paced & Adaptable – You thrive in a dynamic, ever-changing environment and can pivot quickly to meet evolving business needs.
- Multilingual & Globally Minded – Fluent in English (additional languages are a plus). You understand diverse markets and are ready to engage clients across regions.
- Always on the Move – You’re willing to travel as needed to strengthen client relationships, attend key industry events, and drive business success
The perks of being a payabl.er:
- Drive in Style: Enjoy the added perk of a company car, provided upon completing one year of employment—subject to performance and availability.
- Future-Proof Your Finances: Jump on board, and after your probation period, we'll kickstart your Provident Fund.
- Grow Without Limits: Our environment is all about nurturing your talents and fuelling your ambition with endless opportunities for professional development.
- Speak Like a Local: Greek language classes, offered twice a week for all team members.
- Shop and Save: Get exclusive access to a discount card at various local businesses.
- Multicultural Workplace: Thrive in a company that celebrates diversity and values your unique contributions. Here, every perspective is appreciated, and every voice is heard.
- Lead the Charge in Pioneering Projects: Be at the forefront of innovation by playing a key role in groundbreaking projects.
- Max Out Your Downtime: With 25 days off plus public holidays, and an extra 10 days for when you're under the weather, we make sure you have ample time to relax, recharge, and return brighter.
- Support for Your Educational Aspirations: We're here to support your educational pursuits because we believe in investing in your growth.
- Wolt Your Way Through Lunch: Enjoy a Wolt lunch allowance of €150 per month.
Please note: The benefits listed above are for Cyprus only. As this role is open to multiple locations, the benefits and employment conditions may vary depending on your location. A full overview of applicable benefits and conditions will be discussed during your first interview with our Talent Acquisition team.
Client Relations Manager - French Speaking - Mat Cover
Posted today
Job Viewed
Job Description
Edward Mann are hiring for an excellent Client Relations Manager to join a successful client within the Property sector.
Job Description: Client Relations Manager
We are seeking a proactive and detail-driven Client Relations Manager to join our team in London. This role involves serving as the primary point of contact for clients, ensuring exceptional service and operational efficiency.
You will be responsible for managing client documentation, compliance, and partnership agreements, while fostering strong, trust-based relationships. Regular client interaction will include addressing questions, concerns, and guiding them through processes, ensuring all documentation meets regulatory and company standards.
You will support the sales process by identifying client needs and collaborating with the sales team to explore growth opportunities. In addition, you will contribute to business development campaigns and uncover new value propositions for both existing and prospective channels.
Your work will also involve gathering client feedback to improve processes and enhance the company's reputation. This position requires strong organizational skills, problem-solving abilities, and a proactive approach to client satisfaction and business success.
Key Objectives:
- Organize and manage all required documentation to facilitate the sales process.
- Act as a liaison between clients, developers, and legal professionals, providing clear guidance and ensuring all parties understand processes and documentation.
- Oversee and support the progression of sales through timely follow-ups and clear communication.
- Address client inquiries related to property details, reducing the need for developer involvement.
- Keep stakeholders motivated and aligned to meet scheduled deadlines for project exchanges.
Core Responsibilities:
- Provide regular updates to the sales team on the status of their clients.
- Maintain consistent communication with clients and internal teams about project developments.
- Monitor sales progress through completion and promptly address inquiries from clients and agents.
- Manage and follow up on departmental invoicing, ensuring all records are updated across internal systems (e.g., CRM, shared drives).
- Take the initiative to ensure performance standards are consistently met.
Education:
- Bachelor’s degree in business administration or a related field, or demonstrated experience in client and vendor relationship management.
Skills and Requirements:
- Fluency in English and French, with excellent verbal and written communication skills.
- Strong numerical skills and the ability to work effectively with clients and team members.
- Motivated to learn new concepts and take on new projects.
- A proactive, hands-on approach with a strong sense of initiative and problem-solving.
- Positive energy and a can-do attitude, with a willingness to collaborate and make an impact as part of the team.
For more information please apply ASAP!
Edward Mann Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Edward Mann Ltd is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply.
Client Relations Manager - French Speaking - Mat Cover
Posted today
Job Viewed
Job Description
Edward Mann are hiring for an excellent Client Relations Manager to join a successful client within the Property sector.
Job Description: Client Relations Manager
We are seeking a proactive and detail-driven Client Relations Manager to join our team in London. This role involves serving as the primary point of contact for clients, ensuring exceptional service and operational efficiency.
You will be responsible for managing client documentation, compliance, and partnership agreements, while fostering strong, trust-based relationships. Regular client interaction will include addressing questions, concerns, and guiding them through processes, ensuring all documentation meets regulatory and company standards.
You will support the sales process by identifying client needs and collaborating with the sales team to explore growth opportunities. In addition, you will contribute to business development campaigns and uncover new value propositions for both existing and prospective channels.
Your work will also involve gathering client feedback to improve processes and enhance the company's reputation. This position requires strong organizational skills, problem-solving abilities, and a proactive approach to client satisfaction and business success.
Key Objectives:
- Organize and manage all required documentation to facilitate the sales process.
- Act as a liaison between clients, developers, and legal professionals, providing clear guidance and ensuring all parties understand processes and documentation.
- Oversee and support the progression of sales through timely follow-ups and clear communication.
- Address client inquiries related to property details, reducing the need for developer involvement.
- Keep stakeholders motivated and aligned to meet scheduled deadlines for project exchanges.
Core Responsibilities:
- Provide regular updates to the sales team on the status of their clients.
- Maintain consistent communication with clients and internal teams about project developments.
- Monitor sales progress through completion and promptly address inquiries from clients and agents.
- Manage and follow up on departmental invoicing, ensuring all records are updated across internal systems (e.g., CRM, shared drives).
- Take the initiative to ensure performance standards are consistently met.
Education:
- Bachelor’s degree in business administration or a related field, or demonstrated experience in client and vendor relationship management.
Skills and Requirements:
- Fluency in English and French, with excellent verbal and written communication skills.
- Strong numerical skills and the ability to work effectively with clients and team members.
- Motivated to learn new concepts and take on new projects.
- A proactive, hands-on approach with a strong sense of initiative and problem-solving.
- Positive energy and a can-do attitude, with a willingness to collaborate and make an impact as part of the team.
For more information please apply ASAP!
Edward Mann Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Edward Mann Ltd is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply.
Client Relations Manager - French Speaking - Mat Cover
Posted today
Job Viewed
Job Description
Edward Mann are hiring for an excellent Client Relations Manager to join a successful client within the Property sector.
Job Description: Client Relations Manager
We are seeking a proactive and detail-driven Client Relations Manager to join our team in London. This role involves serving as the primary point of contact for clients, ensuring exceptional service and operational efficiency.
You will be responsible for managing client documentation, compliance, and partnership agreements, while fostering strong, trust-based relationships. Regular client interaction will include addressing questions, concerns, and guiding them through processes, ensuring all documentation meets regulatory and company standards.
You will support the sales process by identifying client needs and collaborating with the sales team to explore growth opportunities. In addition, you will contribute to business development campaigns and uncover new value propositions for both existing and prospective channels.
Your work will also involve gathering client feedback to improve processes and enhance the company's reputation. This position requires strong organizational skills, problem-solving abilities, and a proactive approach to client satisfaction and business success.
Key Objectives:
- Organize and manage all required documentation to facilitate the sales process.
- Act as a liaison between clients, developers, and legal professionals, providing clear guidance and ensuring all parties understand processes and documentation.
- Oversee and support the progression of sales through timely follow-ups and clear communication.
- Address client inquiries related to property details, reducing the need for developer involvement.
- Keep stakeholders motivated and aligned to meet scheduled deadlines for project exchanges.
Core Responsibilities:
- Provide regular updates to the sales team on the status of their clients.
- Maintain consistent communication with clients and internal teams about project developments.
- Monitor sales progress through completion and promptly address inquiries from clients and agents.
- Manage and follow up on departmental invoicing, ensuring all records are updated across internal systems (e.g., CRM, shared drives).
- Take the initiative to ensure performance standards are consistently met.
Education:
- Bachelor’s degree in business administration or a related field, or demonstrated experience in client and vendor relationship management.
Skills and Requirements:
- Fluency in English and French, with excellent verbal and written communication skills.
- Strong numerical skills and the ability to work effectively with clients and team members.
- Motivated to learn new concepts and take on new projects.
- A proactive, hands-on approach with a strong sense of initiative and problem-solving.
- Positive energy and a can-do attitude, with a willingness to collaborate and make an impact as part of the team.
For more information please apply ASAP!
Edward Mann Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Edward Mann Ltd is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply.
Client Relations Manager - French Speaking - Mat Cover
Posted today
Job Viewed
Job Description
Edward Mann are hiring for an excellent Client Relations Manager to join a successful client within the Property sector.
Job Description: Client Relations Manager
We are seeking a proactive and detail-driven Client Relations Manager to join our team in London. This role involves serving as the primary point of contact for clients, ensuring exceptional service and operational efficiency.
You will be responsible for managing client documentation, compliance, and partnership agreements, while fostering strong, trust-based relationships. Regular client interaction will include addressing questions, concerns, and guiding them through processes, ensuring all documentation meets regulatory and company standards.
You will support the sales process by identifying client needs and collaborating with the sales team to explore growth opportunities. In addition, you will contribute to business development campaigns and uncover new value propositions for both existing and prospective channels.
Your work will also involve gathering client feedback to improve processes and enhance the company's reputation. This position requires strong organizational skills, problem-solving abilities, and a proactive approach to client satisfaction and business success.
Key Objectives:
- Organize and manage all required documentation to facilitate the sales process.
- Act as a liaison between clients, developers, and legal professionals, providing clear guidance and ensuring all parties understand processes and documentation.
- Oversee and support the progression of sales through timely follow-ups and clear communication.
- Address client inquiries related to property details, reducing the need for developer involvement.
- Keep stakeholders motivated and aligned to meet scheduled deadlines for project exchanges.
Core Responsibilities:
- Provide regular updates to the sales team on the status of their clients.
- Maintain consistent communication with clients and internal teams about project developments.
- Monitor sales progress through completion and promptly address inquiries from clients and agents.
- Manage and follow up on departmental invoicing, ensuring all records are updated across internal systems (e.g., CRM, shared drives).
- Take the initiative to ensure performance standards are consistently met.
Education:
- Bachelor’s degree in business administration or a related field, or demonstrated experience in client and vendor relationship management.
Skills and Requirements:
- Fluency in English and French, with excellent verbal and written communication skills.
- Strong numerical skills and the ability to work effectively with clients and team members.
- Motivated to learn new concepts and take on new projects.
- A proactive, hands-on approach with a strong sense of initiative and problem-solving.
- Positive energy and a can-do attitude, with a willingness to collaborate and make an impact as part of the team.
For more information please apply ASAP!
Edward Mann Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Edward Mann Ltd is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply.
Client Support
Posted today
Job Viewed
Job Description
We are currently recruiting for a a few roles in the Client Support space at Miller from Entry Level to experienced. Main responsibilities are to provide prompt, accurate and effective account management support directly to clients and client facing teams.
- Understand the clients’ business and risk management needs and support the delivery of those needs through the provision of ongoing service
- Initiate and keep track of impending renewals, gathering renewal information in good time to enable terms to be obtained and firm orders placed
- Liaise with Account Executives / Client facing teams to ensure all relevant information is gathered in the preparation of market documentation (Renewals, Endorsements etc) and that it matches the client/markets requirements
- Develop and produce bespoke wordings for clients as well as developing other wording products as required
- Ensure agreed wording changes are incorporated within contracts as required
- Support the creation of presentations for both new and existing clients
- Prepare accurate and timely production of client documentation (Market Reform Contracts, Evidence of Cover, Policies, slips, wordings clauses etc) in accordance with client and market needs. Provide suggestions as to how cover can be enhanced where appropriate?
- Ensure that market documentation is closed in a timely manner, making particular note of Premium Payment Warranty provisions and contract certainty deadlines, diarising as appropriate
- Liaise with appropriate teams to assist the delivery and processing of insurance placements
- Maintain accurate and concise e-files (FLEX) and workflow using appropriate corporate document management systems, as well as providing updates and progress reports to management when required
- Liaise with compliance to ensure all procedures are followed
- Accurate and timely input and recording of data in all applicable systems, including processing of premium, submission of documentation for London Market with Xchanging and monitoring of signings where appropriate
- Liaise closely with other teams to ensure PPWs are met
- Perform quality control checks on all documentation (slips and wordings) prior to broking
- Review, monitor and provide resolution to technical questions from clients, markets, credit control, claims and the business unit, to ensure that the client’s best interests are maintained
- Undertake / authorise second pair of eyes checks at relevant stages of the placement process
- Maintenance of slip and contract through quote and placement process using automation or e-platforms as necessary (ie PPL)
- Organise and assist with wordings contracts reviews in conjunction with Specialist and or Client teams
- Facilitate in the creation of Endorsements / MTA where necessary
- Assist with resolution of contractual issues
- Provide support to tender presentations
- Undertake overseas / electronic marketing of risk where necessary
- Adhere to and meet fully the expectations of Miller, as set out in its policies and procedures, best practise, training material, and embedded in its systems and controls. Our policies and procedures are written to encapsulate the compliance, legal and financial crime related legislation and regulations which apply to Miller.
- Comply with any external rules and requirements imposed on individuals performing their role at Miller, such as Lloyd’s byelaws and FCA rules.
- Promote Miller brand and values to enhance Miller’s reputation in the market
Benefits
On top of a competitive salary we offer a fantastic benefits package including:
• 10% pension contribution from Miller. In addition, Miller will match any employee contributions up to 5%.
• Private Medical Insurance
• Medicare cash plan
• Minimum of 25 days annual leave (with flexibility to buy more)
• Life Assurance
• Income Protection
• Critical Illness cover
• Enhanced Maternity, Paternity Adoption and Shared Parental Leave
Be The First To Know
About the latest Client relations Jobs in United Kingdom !
Client Support
Posted today
Job Viewed
Job Description
We are currently recruiting for a a few roles in the Client Support space at Miller from Entry Level to experienced. Main responsibilities are to provide prompt, accurate and effective account management support directly to clients and client facing teams.
- Understand the clients’ business and risk management needs and support the delivery of those needs through the provision of ongoing service
- Initiate and keep track of impending renewals, gathering renewal information in good time to enable terms to be obtained and firm orders placed
- Liaise with Account Executives / Client facing teams to ensure all relevant information is gathered in the preparation of market documentation (Renewals, Endorsements etc) and that it matches the client/markets requirements
- Develop and produce bespoke wordings for clients as well as developing other wording products as required
- Ensure agreed wording changes are incorporated within contracts as required
- Support the creation of presentations for both new and existing clients
- Prepare accurate and timely production of client documentation (Market Reform Contracts, Evidence of Cover, Policies, slips, wordings clauses etc) in accordance with client and market needs. Provide suggestions as to how cover can be enhanced where appropriate?
- Ensure that market documentation is closed in a timely manner, making particular note of Premium Payment Warranty provisions and contract certainty deadlines, diarising as appropriate
- Liaise with appropriate teams to assist the delivery and processing of insurance placements
- Maintain accurate and concise e-files (FLEX) and workflow using appropriate corporate document management systems, as well as providing updates and progress reports to management when required
- Liaise with compliance to ensure all procedures are followed
- Accurate and timely input and recording of data in all applicable systems, including processing of premium, submission of documentation for London Market with Xchanging and monitoring of signings where appropriate
- Liaise closely with other teams to ensure PPWs are met
- Perform quality control checks on all documentation (slips and wordings) prior to broking
- Review, monitor and provide resolution to technical questions from clients, markets, credit control, claims and the business unit, to ensure that the client’s best interests are maintained
- Undertake / authorise second pair of eyes checks at relevant stages of the placement process
- Maintenance of slip and contract through quote and placement process using automation or e-platforms as necessary (ie PPL)
- Organise and assist with wordings contracts reviews in conjunction with Specialist and or Client teams
- Facilitate in the creation of Endorsements / MTA where necessary
- Assist with resolution of contractual issues
- Provide support to tender presentations
- Undertake overseas / electronic marketing of risk where necessary
- Adhere to and meet fully the expectations of Miller, as set out in its policies and procedures, best practise, training material, and embedded in its systems and controls. Our policies and procedures are written to encapsulate the compliance, legal and financial crime related legislation and regulations which apply to Miller.
- Comply with any external rules and requirements imposed on individuals performing their role at Miller, such as Lloyd’s byelaws and FCA rules.
- Promote Miller brand and values to enhance Miller’s reputation in the market
Benefits
On top of a competitive salary we offer a fantastic benefits package including:
• 10% pension contribution from Miller. In addition, Miller will match any employee contributions up to 5%.
• Private Medical Insurance
• Medicare cash plan
• Minimum of 25 days annual leave (with flexibility to buy more)
• Life Assurance
• Income Protection
• Critical Illness cover
• Enhanced Maternity, Paternity Adoption and Shared Parental Leave
Client Support Executive
Posted 12 days ago
Job Viewed
Job Description
Our client is a very well established financial planning firm based in Alderley Edge, Cheshire. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region.
They are currently recruiting a Client Support Executive to join their growing team.
About you
To thrive as an Administrator, you will need specific experience and skills. You should be able to tick these boxes:
· Administration experience, preferably in a financial planning company
· A basic knowledge of investments, pensions and life assurance policies.
· Financial administration qualifications would be advantageous.
· Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment.
Responsibilities
· Processing authority letters, gathering financial data for new clients and annual reviews.
· Preparing application forms and client documentation.
· Processing financial transactions on platforms.
· Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
· Dealing with the post, emails and any correspondence relating to clients or their financial situation.
· Providing administrative support to the financial planners and paraplanners as required.
· Supporting clients with administrative queries and communication as required.
What is on offer
The opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.
The opportunity to be part of a team delivering truly great financial planning advice to our interesting and varied range of clients, working closely with all our financial planners and paraplanners.
Salary is dependent on experience.
Customer Relationship Management Assistant
Posted today
Job Viewed
Job Description
CRM Data Dynamo Wanted! This is a temporary role with genuine scope to transition FTC
Glasgow
Do you have a love for clean, accurate data, a knack for problem-solving, and the kind of curiosity that makes you want to push every tech button just to see what happens? If so, we’ve got just the role for you.
We’re on the hunt for a CRM superstar who can help our client turn customer data into pure commercial gold. You’ll be the go-to person for their CRM platform, making sure it runs like a dream, the data stays sharp, and the users feel like they’ve got a personal tech genie on speed dial.
What you’ll be doing:
- Taking ownership of day-to-day CRM processes and keeping the database in tip-top condition.
- Spotting opportunities to make things slicker, faster, and more useful — then making them happen.
- Answering CRM questions like a pro and showing colleagues how to get the most from the system.
- Playing a key role in exciting projects and system upgrades that keep them ahead of the game.
- Occasionally flexing your skills across other digital tools (because they like to keep things interesting).
What we’re looking for:
- Experience using a CRM system (bonus points if you’ve met InterAction before).
- Strong data handling skills and an almost unhealthy love of spreadsheets.
- A proactive thinker who doesn’t just spot improvements but drives them.
- A natural communicator who can explain tech in plain English.
- Someone who thrives in a collaborative, professional environment.
Why you’ll love it:
You’ll be joining a forward-thinking team where ideas are valued, improvements are welcomed, and technology is embraced. They believe in being approachable, bold, and connected — and live those values every day.
If you’re ready to help turn data into decisions, build smarter processes, and make CRM the best it can be… I want to hear from you!
To apply for this role, please send your CV or contact Gemma Gault at Iconic Resourcing for a confidential chat and further details. At Iconic Resourcing, we understand that not all candidates will meet every single desired qualification or skill for the job positions posted on behalf of our clients. However, if you believe that you can add value to the role despite your experience looking a little different from what we've identified, we would be thrilled to learn more about you.
Iconic Resourcing is committed to partnering with clients who share our values of inclusivity and diversity. We work with many businesses that recognise the importance of creating a welcoming and respectful workplace for all employees. As an equal opportunities employer, we treat all applications fairly and equally. We act as both an employment business and an employment agency and are happy to accommodate any reasonable adjustments required. To view all of our Iconic Jobs across Scotland, please visit our website