Senior Client Relationship Manager- Financial Planning

🚀 We’re Hiring: Client Relationship Manager – Wealth & Employee Benefits Are you an experienced professional with a strong background in long-term insurance and a natural flair for leadership? Remnant Advisory is looking for a Client Relationship Manager with 5 to 10 years of industry experience to join our dynamic team.Key Focus Areas:Client Services & Relationship ManagementBack-office Support & AdministrationCompliance & Process ManagementWhat You’ll Do:Engage with clients, financial advisors, product providers, and compliance teams.Prepare and manage documentation for client meetings and reviews.Track and process new business, resolve queries, and ensure compliance with all regulatory requirements.Maintain accurate client information and support the advisor team with administrative needs.Lead and motivate team members to deliver consistent, high-quality service.Act as the first point of contact for client queries across both personal and employee benefits lines of business.Who You Are:You have 5–10 years of experience in long-term insurance or financial services.You have proven experience in team leadership or supervisory roles.You’re detail-oriented, proactive, and client-centric.You thrive in a fast-paced, professional environment where excellence and integrity drive results.📩 Interested? If this sounds like your next career move, DM us on LinkedIn with your CV.🗓️ Closing date: 28 November 2025