Client Relationship Manager

Job description

Client Relationship Manager – Wealth Management

Taunton

£25,000 - £30,000

Full-time, Permanent

If you’re currently working in an administrative role and feel ready for something more structured, more professional, and with real long-term progression - this could be worth a look.

One of the most respected Wealth Management firms in Taunton is looking to appoint a Client Relationship Manager

This role puts you at the centre of the client journey.

You’ll be:

• The first point of contact for clients

• Managing cases end-to-end

• Working closely with Financial Consultants

• Gaining real exposure to the adviser side of the business

For someone ambitious, this is a platform.

There is structured study support and funding available if you want to pursue your Diploma in Financial Planning.

What stands out about this firm?

• People-first culture
• Strong internal development
• Annual bonus
• 30 days holiday + bank holidays
• Birthday off
• Study support & funding
• Pension, sick pay, BUPA EAP
• Onsite commercial gym
• Active charity foundation

They’re looking for someone organised, proactive, client-focused and genuinely interested in developing within financial planning.

Extra information

Status

Open

Education Level

Secondary School

Location

Taunton

Type of Contract

Full-time jobs

Published at

01-03-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English