Client Relationship Managers (Wealth Management)

🔒 Confidential Employer
Posted 24 April 2026
LOCATION
Taunton
TYPE
Full-time
LEVEL
Mid-Senior level
CATEGORY
Finance
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Client Relationship Management Wealth Management FCA Compliance Client Service Data Protection Communication Teamwork

FULL DESCRIPTION

Client Relationship Managers (Wealth Management) – Taunton Office

[Employer hidden — view at passion-project.co.uk] is growing, and we are currently hiring for several Client Relationship Manager roles.

At Cooper Associates we are all about our people. Our people represent our values and help us deliver our vision. We work hard to ensure our team is made up of the highest calibre of individuals and in return, we offer a fantastic and rewarding culture to work within.

[Employer hidden] is a fast-paced company experiencing significant growth. The Client Relationship Team is accountable for delivering a high level of professionalism to provide client service excellence and we are looking for people to join our fun, busy team. The responsibility for meeting clients’ needs and delivering an ‘*only client’* experience is key in their role whilst supporting both clients and advisers.

Duties include, but not limited to:

  • ​Support clients and advisers face-to-face and over the telephone, providing an ‘only client’ experience
  • Prepare accurate client documents in a timely manner
  • Pro-actively manage day-to-day tasks using systems and databases
  • Liaise with 3rd parties
  • Work to FCA approved standards, ensuring work is compliant and within data protection guidelines

You must be motivated, have a positive mindset and a can-do attitude. Previous relevant experience is essential for this vacancy.

To apply, please press the ‘Submit you CV’ button. We look forward to hearing from you.

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