Excellent Client Engagement Manager position

Registered in England & Wales No.6822844 0117 962 5005 [email protected] www.sandringhamwood.com 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: 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: 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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Transcript of Excellent Client Engagement Manager position

Page 1: Excellent Client Engagement Manager position

Registered in England & Wales No.6822844

0117 962 5005

hel lo@sandr inghamwood.com www.sandr inghamwood.com

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:

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:

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.