Vacancy Description
Client Relationship Support
Application Deadline: 22 May 2026
Department: Wealth
Employment Type: Permanent
Location: Crawley
Role Purpose
Key duties & responsibilities
- Record and maintain accurate client records on our back‑office system and ensure all client communications are recorded.
- Prepare, process and monitor the delivery of new and existing client work, ensuring clients always receive high quality service.
- Prepare the necessary client packs and documentation ahead of all meetings.
- Liaise with product and investment providers and collate information accordingly.
- Ensure the planners, and clients, are updated regularly and in a timely manner throughout the client journey.
- Review client files upon completion of business.
- Work to target Key Performance Indicators / Service Level Agreements.
- Actively promote ide...
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