Client Relationship Manager

High-quality inbound enquiries | No cold calling | Clear career progression | Strong benefits package

If you enjoy building relationships and having meaningful conversations, this Client Relationship Manager opportunity offers the chance to join a growing financial services business where you'll work exclusively with warm, inbound enquiries. No cold calling, no purchased data, and no high-pressure sales environment. Instead, you'll speak with people who have actively requested advice and are looking to take the next step.

This is an opportunity to build a long-term career in financial services while working with engaged prospective clients. You'll receive structured training, ongoing support, and clear progression pathways within a business that has a strong track record of promoting from within.

Package & Benefits

• Salary £35,000-£40,000 per annum.


• OTE £55,000+ per annum.


• Private healthcare.


• Profit share scheme.


• 8% employer pension contribution.


• Death in service cover.


• Professional qualification support and structured career development.

About the Company
This growing financial services business was established to make financial advice more accessible and easier to understand. Significant investment in marketing and client acquisition generates a consistent flow of inbound enquiries, allowing the team to focus on building relationships and delivering a positive client experience from the first interaction.

Key Responsibilities

• Speak with warm, inbound leads who have requested to discuss their financial planning needs with an adviser.


• Build rapport, understand client circumstances, and qualify opportunities before arranging adviser appointments.


• Manage client interactions, CRM records, and lead pipelines to ensure an excellent customer journey.


• Work closely with advisers and support teams to maximise conversion rates and client outcomes.

About You

• Experience within customer service, client relationship management, account management, financial services, insurance, property, or a similar client-facing environment.


• Experience working towards targets, KPIs, or service standards within a professional setting.


• Experience using CRM systems and managing client information accurately.

If you're interested in learning more about this Client Relationship Manager opportunity, we'd be pleased to have a conversation, even if your CV isn't fully up to date.

Contact Fintelligent for more information or a confidential discussion.

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