Head of Client Relations

Darlington Client Relations Let's chat Full time

We are looking for an experienced Client Relations / Business Development professional to join us to help take The Verve Group to the next level! This role is for a self-motivated individual with previous financial services experience. We are an evolving group of businesses and see this as a role for someone who wants to grow with us – so if you like a challenge, keep reading…

Vital Stats

  • Location: Darlington
  • Company: Verve Group
  • Department: Client Relations
  • Salary: Let's chat
  • Basis: Full time
  • Deadline: 31st July 2020

About the Role

Due to continued business growth, we are now looking to appoint a Head of Client Relations, to pull together the existing client relations staff, assist with training the existing team and helping to recruit and grow the team in line with the business over time. The role would also require the successful candidate to promote the group as a whole; attending client meetings, representing the company at events, and spotting new business opportunities. The individual would also be responsible for and required to report on group sales targets at quarterly board meetings.

We are looking for someone with previous knowledge of the financial services industry, preferably the IFA market. The candidate will also need to have experience of client relations, business development roles or similar and be willing to keep learning and developing as the businesses grow also.

Duties and responsibilities:

  • Have overall responsibility for the sales targets across The Verve Group.
  • Manage and train the existing team.
  • Create and monitor a sales plan for the businesses within The Verve Group.
  • In order to implement the above sales plan, work alongside the marketing team to help with marketing ideas to ensure leads are being generated and help with content where necessary for campaigns.
  • Promote the overall group and create leads.

About You

We’ve split what we are looking for from a candidate into Essential and Desirable. If you think you are the right person for us, but don’t match these entirely, let us know:


  • Have 5+ years experience in a client relations/business development role.
  • Have some financial services knowledge.
  • The ability to self-manage, keeping track of different projects to meet deadlines.
  • Manage a small team, and help with recruitment of new team members going forward.
  • Be able to pre-empt issues and provide solutions.
  • Enthusiastic, ambitious and someone who loves to be part of something new and different.
  • The ability to stay focused under pressure – we’re not joking when we say it gets busy!


  • Knowledge of the compliance and paraplanning markets would be advantageous.
  • Have previously delivered sales training.

Above all, we love someone with a positive attitude who likes a challenge and isn’t afraid to roll their sleeves up and get on with the job!

About Us

The Verve Group is combined of a number of companies, including Para-Sols (an outsourced paraplanning company), Apricity Compliance (providing compliance support to advisers), as well as The Art of Finance (which provides training courses for those looking to develop a career in financial services). The Group of companies all work towards the same two missions; to help support good quality financial advice firms to grow and develop, and to attract new people into financial services and help train them up, for the good of the future of finance.

Across all companies, we approach financial services with a fun and positive outlook and offer a range of benefits to permanent employees to ensure our staff feel supported and motivated. We reward loyalty and offer enhanced benefits to long-service employees, but as standard (once you’ve successfully completed your 6-month probation) these include…

Standard benefits
  • 26 days holiday (including days off at Christmas) PLUS bank holidays AND your birthday off (if it falls on a weekday)
  • Personalised salary structure to reflect your own effort and contribution
  • Death in Service cover
  • Personal Development budget (for exams, training, anything to help you excel!)
  • Company Pension Scheme
What makes us different benefits
  • Casual dress code
  • Health & Wellbeing programme, including hoodie, drinks bottle and fitness tracker
  • Office snacks and refreshments
  • Open-plan ‘living office’ environment – including rocking (or sometimes dubious) playlists, beer/wine fridge, breakout lounge and breakfast club
  • 2 official annual company parties, plus adhoc team nights out.
  • Office dogs – we’re not a place for people scared of dogs!
  • Did we mention there’s no lock on the beer/wine fridge?!

How to Apply

Quite simply, get in touch. It’s as easy as that (the button to do so is below).

A little insider tip for you… Half-arsed applications (and by that we mean incomplete or generic, no copy and paste job is enough here) get immediate red pen treatment. As wonderful and extensive as your CV maybe, what we really want to know is why you’re ‘the one’ for us – so don’t be shy, cut to the chase and sell yourself like you’ve never sold yourself before – it will go in your favour!

Lastly, you have permission to be as creative as you wish, so break the mould and make yourself stand out. That’s what makes us smile.

Apply Now

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