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.