This job posting is for a Client Engagement Manager position at a growing outsourced paraplanning business. The role involves developing new business opportunities, conveying the company's message to clients, and ensuring excellent client service. Key responsibilities include shaping service delivery, handling inquiries, finding new opportunities, and working closely with all parts of the business. The ideal candidate has experience in the financial services industry, strong communication and relationship building skills, and a valid driver's license. The position offers a competitive salary and bonus package.

1. 0117 96 2 5 00 5
hell o@sa ndr in gha mw o od. co m
www.sa ndr in gha mw o od .co m
Our client, a successful, innovative and growing outsourced Paraplanning business has created a new
opportunity for a Client Engagement Manager to join their team. This is a home based role with a fair amount
of travelling; you will occasionally be requested to attend their office in Brockhampton (between Hereford and
Ross on Wye).
Our client is seeking a professional individual who will take responsibility for increasing the company’s
professional engagement, developing new business opportunities and ensuring the company’s message is
conveyed in the right way to their clients.
We are therefore, not looking for a full on ‘sales’ person, rather someone who will work closely with the owner
of the business to assist with the shaping of the delivery proposition, ensuring the service provided is excellent.
You will:
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Be responsible for shaping the way the services and messages are conveyed to Adviser firms and listen to
their needs
Handle incoming enquiries into the company and find new opportunities, so you will need to be confident
and organised
Work closely with all parts of the business; including client relationship, delivery of the service material and
the support team, so a collegiate attitude is essential.
You will have:
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Good understanding and knowledge of the Financial Services industry
Excellent listening skills and strong consultative ability
Ideally, previous experience of rolling out a service delivery proposition
The ability to build good rapport with clients and develop long lasting relationships
Excellent communication skills, both written and verbal
A valid driving licence and car.
Our client is offering a competitive negotiable package including basic salary and bonus.
This is a newly created position and a unique opportunity to work for one of the most innovative employers in
the industry who actively promotes the ‘work to live not live to work’ ethos.
Don’t delay; apply now!
Please call Jess Wood on 0117 962 5005 for a confidential discussion.
Sandringham Wood Recruitment is a member of the Recruitment & Employment Confederation (REC) and is acting as an employment
agency in relation to this vacancy.
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