CRM - Client Relationship Manager

Love a good chat? Can you listen with heart and connect with people and their stories with warmth and kindness? Yes? Then take a look around our website , scroll through our Instagram page and get a feel of who we are and how we work.And…..just because we are really excited about a new Jacksons member, we asked a couple of the team to represent and do a fancy video to get you as hyped as we are Great - you’re still here Now here’s the question: could we be the right fit at the right time for you? We need you to become part of our epic Client Relationship Manager (CRM) team Be warned they are full of fun and energy, are experts in making our clients feel supported and between you and me, there isn’t much they don’t know The CRMs are a team that know how to balance process and flexibility, structure and autonomy, that strive for personal growth and thrive in a team that love to collaborate. They work hard to understand our clients’ needs and help them navigate our portal and processes; they are also the top communication crew and our first port of contact for our clients. So, let’s run through the checklist so far: energetic, fun, brilliant communicator, great with clients, able to be innovative but follow process, can work individually but are here for the team. Can you see the magic we are looking for? What are we looking for? Mainly that you are on the same page as we are when it comes to the client experience and that you’re a great fit for the team. As a CRM there is a lot to consider when working with colleagues and clients. We could list hundreds of bullet points but here are the biggies: You might be considering this role if: You are a navigator and the anchor in the client journey - this means you need to be organised and motivated to handle a lot of different tasks You are already working with clients in a different setting and feel that you want to take a different path, learn something new and challenge yourself. You already work in a financial planning practice and are looking for a new challenge. You want to be part of a growing CRM team who are instrumental in changing the industry view of what this role is really about You have a passion for helping others in a financial setting. What does the day-to-day looklike? Self-organisation of your thoughts and your workload for the day. Prioritising workloads and working methodically through a variety of tasks Talking to and guiding our clients on the phone or through the Jacksons portal throughout the day, keeping them in the loop Communicating with providers and navigating our platforms to keep our clients on track Encourage questions, solve problems and be vocal in always evolving how we do things here Speak and support other team members taking the lead to keep things on track A bit about us We’re a team of independent experts with one shared goal: making money work for our clients so that they can live their best lives. Jacksons was established over a century ago and has been a trusted name in Cornwall ever since. We’re proud of where we’ve come from, but for us it’s tomorrow that matters most. Our committed team helps clients work towards their goals every day. These goals are what guide us, drive us, and motivate us on their behalf. Yes, we’re financial planners, but it’s not money that excites us – it’s what money can do for our clients. Our CEO Pete Matthew is an award-winning YouTuber, podcaster and published author – a pioneer of educating the British public about how money works. His efforts in content creation means a constant stream of fascinating, diverse and professionally interesting clients wanting to work with Jacksons from all around the UK. You’ll work with a team that’s as passionate about people as they are about planning. We have a growing team that we want to nurture, coach and empower to look after our clients in a relaxed yet positive way. What we love about working here If you have taken the time to look at our website, you will see that our people and their wellbeing is at the heart of everything we do. We believe that Jacksons is a ‘vibe’, and we want you to feel part of something special. We are trying to break through boundaries and old traditions to attract both clients and team-members with our culture - people first. What’s in it for you by joining the team? A four-day working week but paid for five days - this has to be top of the list of benefits We love the freedom and the rest it gives us. A flexible work pattern that includes hybrid working. A happy balance between home comforts and a fun hub. Physical and mental health support – time for GP & dentist appointments and a counselling service to support you through difficult times. A leading maternity and paternity package – we want you to always want to come back to us. Room and support for growth within yourself, your role and the business. A fun, open space to work in where you get to collaborate with the rest of the talented team. What do you need to do to get involved? You know the drill, simply pick up the phone (we love a good chat) or drop an email to sharon@jacksons.life . We have tried not to include strict criteria as you know what - if it feels right then it feels right. If you are ready to join the Jacksons journey, we want to hear from you. This could be the best thing you have ever done #J-18808-Ljbffr