Location
Stansted
Salary £30000 - £40000 TypePermanent WorkplaceHybrid Ref89453
Recruiter Managing This Role
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. Youll attend client meetings, provide high-level technical and administrative support, and play a key role in delivering outstanding client service.
1. Act as the primary client contact, ensuring exceptional ongoing service
2. Attend client meetings with the Adviser and assist with follow-up actions
3. Provide technical administrative support across pensions, investments, and financial planning
4. Manage workflow within the Advice Team, supporting a Chartered Adviser and Administrator
5. Assist in preparing reports, valuations, and documentation to support advice delivery
Benefits
6. £30,000 £40,000
7. Open to part-time applicants
8. Hybrid working (2 days from home)
9. Study support and study leave
10. Private Medical Insurance
11. Health cash plan
12. On-site parking
13. Modern open plan office
14. Supportive team culture and clear career progression opportunities
15. 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 youre 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.
Recommend someone to us and receive £200 if we help them secure a new role.
Client service, paraplanner, IFA administrator, adviser support, wealth management, CII, financial planning, pensions, investments