client manager Work, Jobs in sherborne, dor (with Salaries)

Client Relationship Manager
Fort Financial Planning Ltd —Sherborne
- £30,000 - £40,000 a year
- Full-time
- Hybrid work
- IT
- In-person
- Communication skills
- Free parking
- Work from home
Quick apply
Office Administrator
Straight Solutions —Sherborne
- From £26,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Accounting
Quick apply
8d
Operations Manager
EMED Group —Shepton Mallet
- £36,000 a year
- Weekend availability
- Management
- Data analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Associate Trainer
Northbrook —Yeovil
- £25.00 - £37.50 an hour
- Care experience
- Microsoft Office
- Travel
Quick apply
Contracts Manager - Yeovil
Jones Building Group —Yeovil
- Monday to Friday
- Contracts
- Construction
HR Assistant
BRC Jobs —Yeovil
- Full-time
- Human resources
- SharePoint
Quick apply
Business Development Manager (BDM) - Yeovil - Circa 41k Basic - 53k OTE Uncapped
Yell Ltd —Yeovil
- £35,875 a year
- Full-time
- Remote
- Microsoft Outlook
- Presentation skills
- Negotiation
- Referral programme
Quick apply
Site Manager
Sureserve —Yeovil
- Up to £42,500 a year
- IT
- Construction
Quick apply
Contracts Manager
Armishaws Removals —Wincanton
- £26,500 a year
- Full-time
- Customer service
- Salesforce
- Microsoft Office
Quick apply
4d
Account Manager
paretofm —Weymouth
- £55,000 - £60,000 a year
- Full-time
- In-person
- Leadership
- Communication skills
PreConstruction Manager
HarmonyFire —Yeovil
- Leadership
- Communication skills
- Negotiation
Contracts Manager – Groundworks & Civils
Pennys Group —Ston Easton
- £45,000 - £70,000 a year
- Full-time
- Management
- Project management
- Contracts
- Free parking
Quick apply
Operations Assistant (Highways)
Connor (South West) Construction Ltd —Shepton Mallet
- £40,000 a year
- Full-time
- Computer literacy
- Accounting
- Organisational skills
Quick apply
1d
Mobile Senior Administrator
Colten Care —Sturminster Newton
- £13.79 - £15.29 an hour
- Weekend availability
- Nursing home
- Customer service
- Microsoft Office
13d
Smart Meter Dual Fuel Engineer
M Group —Yeovil
- £39,033 - £40,117 a year
- Overtime
- Employee assistance programme
- Employee discount
Area Support Manager
Aspens —Street West
- £35,000 a year
- Full-time
- Computer skills
- Communication skills
- School
Public Liaison Officer
Kier Group —Bridgwater
- Full-time
- Business development
- Communication skills
- Flexible schedule
5d
Workshop Foreman/woman
Brockhampton Ltd —Dorchester
- £40,000 - £50,000 a year
- Full-time
- Management
- Maintenance
- Welding
Quick apply
5d
Front of House and Security, Brand Ambassador (STARS) Yeovil
Securitas UK —Yeovil
- £17.50 an hour
- Part-time
- Google Suite
- Customer service
- Microsoft Office
- Employee discount
Quick apply
17h
Driver
South Riverdale Community Health Centre —Street
- £26.83 - £27.66 an hour
- Part-time
- Customer service
- Driving
- In-person
1d

I want to receive the latest job alerts for client manager in sherborne, dor

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Client Relationship Manager

Fort Financial Planning Ltd
Sherborne

Quick apply

Job details

Permanent | Full-time
£30,000 - £40,000 a year

Benefits

Free parking
Company pension
Work from home
On-site parking

Qualifications

Financial planning
Customer relationship management
B2B sales
IT
Account management
Communication skills

Full job description

A little about us

For over 20 years, Fort Financial Planning has provided tailored, lifestyle services to professionals, entrepreneurs and families, helping them all to make smart decisions so they can focus on what truly matters to them.

As specialist, independent financial planners, we take the time to understand our clients, their goals and aspirations. Everything we do is centred around providing an excellent experience for clients and you could be just the right person to join our team and add to that.

What are we looking for?

FFP has an exciting opportunity in our Client Services Team for a Client Relationship Manager.

At the heart of this role, we need someone who has experience in managing and nurturing client relationships, the drive to ensure the delivery of a personalised and exceptional client experience.

Alongside this, we need someone that has all round excellent administration talent. Some of those key talent areas include being highly organised, having a high level of attention to detail, proven communication skills, excellent IT skills and of course have a client and team focused approach to things.

Being in the Financial Planning world, an important factor we are looking for, is for applicants to already be fully qualified or working towards being qualified in the Diploma in Regulated Financial Planning.

A selection of the role’s key responsibilities

Client Relationship Management: Build and maintain long-term relationships with clients, serving as their primary contact.
Client Meetings: Assist in making sure your client planning meetings are prepared for.
Financial Plan Support: Work alongside Planners to support the development of the client’s cash flow forecast and financial strategies.
Implementation: Working with providers, platforms, and the FFP team post meeting, to ensure the advice is implemented in a tax efficient and timely manner.
Compliance & Documentation: Ensure all client documentation is up to date and compliant with regulatory standards, managing all online documentation and paperwork related to all aspects of the client’s plan.

More about the role and our ideal candidate

This is a full-time, office-based position in Sherborne, Dorset. We’re happy to consider some flexibility for the right person. Once training is complete, there is scope to move into a hybrid working model, with up to two days a week from home.

If you hold the Diploma in Regulated Financial Planning (or are working towards it) and you have experience working in the Financial Planning world, then this could be for you.

We are keen to find the right person, with the right experience, qualifications and skills with the willingness to learn and someone who has an open mind and professional approach. We will provide full initial training of course and we also invest in ongoing professional development too.

At Fort Financial Planning, our core values drive everything we do. They reflect our commitment and influence our approach. We live by our culture statement ‘Every Interaction Matters’ every day to ensure our clients and staffs best interests are always our priority.

If you feel your values align to this and everything you have read above is interesting and you are eager to learn, expand and develop your skills, we would love to hear from you, so please do get in touch with us.

Initially, if you would send your CV with a covering letter to Cliff Baker at [email protected] to express your interest in the role.

We really look forward to hearing from you.

Job Types: Full-time, Permanent

Pay: £30,000.00-£40,000.00 per year

Benefits:

Company pension
Free parking
On-site parking
Work from home

Application question(s):

Are you qualified in Diploma in Regulated Financial Planning or studying towards this qualification?

Location:

Sherborne DT9 4FW (required)

Work Location: In person

Quick apply

Refine Your Search

client manager jobs in sherborne, dor

Client Relationship Manager

Office Administrator

Operations Manager

Associate Trainer

Contracts Manager - Yeovil

HR Assistant

Business Development Manager (BDM) - Yeovil - Circa 41k Basic - 53k OTE Uncapped

Site Manager

Contracts Manager

Account Manager

PreConstruction Manager

Contracts Manager – Groundworks & Civils

Operations Assistant (Highways)

Mobile Senior Administrator

Smart Meter Dual Fuel Engineer

Area Support Manager

Public Liaison Officer

Workshop Foreman/woman

Front of House and Security, Brand Ambassador (STARS) Yeovil

Driver

I want to receive the latest job alerts for client manager in sherborne, dor

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected