Job Description
Client Relationships Financial Services Administration Career DevelopmentSome careers begin with a job. Others open the door to something much bigger.Welcome to KLO Financial Services.We''re an independent financial planning business helping individuals, families and businesses make confident decisions about their financial futures.From investments and pensions to retirement and long-term wealth planning, our approach is personal, thoughtful and built around lasting relationships.As our business continues to grow, we''re looking for a Client Manager who shares our passion for exceptional service and wants to grow with us.You don''t need to be a financial planning expert from day one. If you''ve got a strong background in administration, a natural way with people and the ambition to develop, we''d love to hear from you.The Role at a GlanceClient Manager Colmore Row, Birmingham City Centre Hybrid (3 days in office) Salary Depending on experience Hours: Monday Friday, 9:30am 5pm Full Time PermanentYour Background / Skills: Client Services, Customer Relationship Management, Financial Services Administration, IFA Support, Office Administration, Client Coordination, CRM Systems, Attention to Detail.The KLO StoryAt KLO, we believe great financial planning starts with understanding people.Every client has different ambitions, circumstances and priorities. That''s why we take the time to listen, build trust and provide genuinely personal advice.And behind every great adviser is a ..... full job details .....