Client Relationship Manager
Award-Winning Wealth Management Firm
Hybrid
£30,000 – £40,000
Full-time or Part-time
An award-winning and highly respected Wealth Management firm, is seeking an Experienced Client Manager (Senior IFA Administrator / Technical Admin) to join their collaborative and forward-thinking team. Known for delivering tailored investment management and financial planning services, the firm offers an excellent working environment, strong career development support, and a positive, open-plan office culture.
This role has arisen due to both internal progression and the planned retirement of an existing team member in mid 2026. As such, the successful candidate will work closely with the current employee to ensure a smooth handover.
As the first point of contact for clients, you will work within an Advice Team alongside an experienced Chartered Financial Adviser and an Administrator. You’ll attend client meetings, provide high-level technical and administrative support, and play a key role in delivering outstanding client service.
- Act as the primary client contact, ensuring exceptional ongoing service
- Attend client meetings with the Adviser and assist with follow-up actions
- Provide technical administrative support across pensions, investments, and financial planning
- Manage workflow within the Advice Team, supporting a Chartered Adviser and Administrator
- Assist in preparing reports, valuations, and documentation to support advice delivery
Benefits
- £30,000 – £40,000
- Open to part-time applicants
- Hybrid working (2 days from home)
- Study support and study leave
- Private Medical Insurance
- Health cash plan
- On-site parking
- Modern open plan office
- Supportive team culture and clear career progression opportunities
- And much more…
To be considered, you will ideally have:
At least 2 years’ IFA administration experience within a Wealth Management or Financial Planning practice
Strong knowledge of pensions and investments
Progressing towards Level 4 Diploma (or already qualified) – CII/LIBF/CISI
Excellent communication skills and the ability to build client rapport
Ability to work effectively as part of a team
Apply Today if you’re looking to take the next step in your Financial Services career within a supportive, professional environment, apply now to be considered. Suitable applicants will be contacted by one of our specialist consultants for an in-depth discussion before any CVs are submitted to the client.
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Client service, paraplanner, IFA administrator, adviser support, wealth management, CII, financial planning, pensions, investments