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...