Client Relationship Manager (Part-Time)

Join the Trulife Financial Team

We're looking for a friendly, organised and confident Client Relationship Manager to join our growing team. This is an excellent opportunity for someone looking to build a career in financial services while working flexible, part-time hours.

As a point of contact for many of our clients, you'll play a key role in delivering an outstanding customer experience and helping strengthen long-term client relationships.

Your Responsibilities

* Contact existing clients to discuss our services and proposition.

* Book review appointments for our advisers.

* Build and maintain positive client relationships.

* Complete general administration and client record updates.

* Support the team with day-to-day office tasks.

* Deliver a professional and friendly experience on every client interaction.

What We're Looking For

* Excellent communication and telephone skills.

* Friendly, professional and confident manner.

* Strong organisational skills and attention to detail.

* Comfortable using Microsoft Office and CRM systems.

* Previous customer service or administration experience is desirable but not essential.

* A positive attitude and willingness to learn.

What We Offer

* Flexible part-time hours (10 hours per week initially).

* Opportunity to increase hours as the business grows.

* Full training and ongoing support.

* A chance to build a career within one of South Wales' growing financial planning firms.

* Friendly, supportive and ambitious team environment.

If you're passionate about providing exceptional customer service and enjoy speaking with people, we'd love to hear from you
Only candidates based in UK and eligible to work in UK are allowed