Client Relationship Manager
£30,000 – £40,000
Full-time or Part-time
Job Ref: 90469 | Location: Stansted, Cambridgeshire | Salary: £30,000 – £40,000 per annum | Employment Type: Permanent
Overview
We are an award‑winning and highly respected wealth‑management firm seeking an experienced Client Manager (Senior IFA Administrator / Technical Admin) to join our collaborative and forward‑thinking team. We deliver tailored investment management and financial planning services and offer an excellent working environment, strong career development support and a positive, open‑plan office culture.
Responsibilities
* 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
* Work closely with the current employee to ensure a smooth handover, as the role arises due to internal progression and a planned retirement of a team member in mid 2026
Qualifications
* 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
Benefits
* Competitive salary £30,000 – £40,000 per annum (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
Application
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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