Client Relationship Manager (Part-Time)

Join the Trulife Financial Team We're looking for a friendly, organised and confident Client Relationship Manager to join our growing team. This is an excellent opportunity for someone looking to build a career in financial services while working flexible, part-time hours. As a point of contact for many of our clients, you'll play a key role in delivering an outstanding customer experience and helping strengthen long-term client relationships. Your Responsibilities * Contact existing clients to discuss our services and proposition. * Book review appointments for our advisers. * Build and maintain positive client relationships. * Complete general administration and client record updates. * Support the team with day-to-day office tasks. * Deliver a professional and friendly experience on every client interaction. What We're Looking For * Excellent communication and telephone skills. * Friendly, professional and confident manner. * Strong organisational skills and attention to detail. * Comfortable using Microsoft Office and CRM systems. * Previous customer service or administration experience is desirable but not essential. * A positive attitude and willingness to learn. What We Offer * Flexible part-time hours (10 hours per week initially). * Opportunity to increase hours as the business grows. * Full training and ongoing support. * A chance to build a career within one of South Wales' growing financial planning firms. * Friendly, supportive and ambitious team environment. If you're passionate about providing exceptional customer service and enjoy speaking with people, we'd love to hear from you