Client Relationship Manager
Graduate Developing Client Relationship Manager (CRM)
Location: Belfast
Department: SSAS or Client Services
Contract: Permanent, Full Time
About the Role
We are seeking two ambitious graduates to join our Belfast operation as Developing Client Relationship Managers (CRMs).
These opportunities are designed for individuals looking to build a successful career within financial services. You will receive structured training and support while working alongside experienced professionals across our wealth management, pensions and client servicing teams.
You will develop an understanding of financial planning, pensions, investments, client relationship management and operational processes, gaining practical experience while building the technical skills required for a long-term career within the industry.
Available Opportunities
Graduate Developing CRM - SSAS Team
Working within our specialist SSAS team, you will support the administration and servicing of Small Self-Administered Pension Schemes, liaising with clients, trustees, advisers and third parties while developing specialist pension knowledge.
Graduate Developing CRM - Client Services Team
Working alongside advisers and client-facing teams, you will assist with client reviews, onboarding, valuations, documentation, provider liaison and general client servicing activities.
What We're Looking For
- Degree in Finance, Economics, Accounting, Business or a related subject
- Strong communication and interpersonal skills
- Excellent attention to detail
- Good organisational and time-management skills
- Strong Microsoft Office skills
- Positive attitude and willingness to learn
- Desire to develop a long-term career within financial services
What We Offer
- Structured graduate development programme
- On-the-job training and mentoring
- Professional qualification support
- Career progression opportunities
- Hybrid working
- Competitive salary and benefits package
- Opportunity to join a growing and successful business
If you would like to build a rewarding career helping clients achieve their financial goals while developing your own professional expertise, we would be delighted to hear from you.
