Client Relationship Manager Wealth Management Taunton £25,000 - £30,000Full-time, Permanent About the Opportunity We re recruiting on behalf of a leading Wealth Management firm seeking a Client Relationship Manager to join their Taunton team. This is a fantastic opportunity to start your career in financial services, with genuine scope to progress into a Financial Adviser role after exam completion. In this role, you ll be the main point of contact for clients, supporting Financial Consultants and ensuring the smooth day-to-day management of client relations. Key Responsibilities First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience. Case Management: Proactively manage client cases, supporting them throughout the application process. Compliance and Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations. Operational Support: Work with the Head of Client Relations to streamline office procedures and improve efficiency. Team Collaboration: Assist Financial Consultants with client-related administration and coordination. General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks. What You ll Need to Succeed A desire to progress in a professional financial services environment. Excellent communication and interpersonal skills, with the ability to build trusted client relationships. Strong organisational abilities and the capa