Job Title

Client Relationship Manager – Wealth ManagementTaunton£25,000 - £30,000Full-time, PermanentIf you're currently working in an administrative role and feel ready for something more structured, more professional, and with real long-term progression - this could be worth a look.One of the most respected Wealth Management firms in Taunton is looking to appoint a Client Relationship ManagerThis role puts you at the centre of the client journey.You'll be:• The first point of contact for clients• Managing cases end-to-end• Working closely with Financial Consultants• Gaining real exposure to the adviser side of the businessFor someone ambitious, this is a platform.There is structured study support and funding available if you want to pursue your Diploma in Financial Planning.What stands out about this firm?People-first cultureStrong internal developmentAnnual bonus30 days holiday + bank holidaysBirthday offStudy support & fundingPension, sick pay, BUPA EAPOnsite commercial gymActive charity foundationThey're looking for someone organised, proactive, client-focused and genuinely interested in developing within financial planning.