Job Description
Client Relationship Manager / IFA Administrator
Location: Wellington, Somerset
Salary: £30,000 - £33,000 DOE
Job Type: Full-time
Industry: Financial Planning / Wealth Management
We are working with a reputable and growing financial planning firm that is looking to appoint a Client Relationship Manager to support their Independent Financial Advisers and deliver exceptional client service. This is an excellent opportunity for an organised, detail-driven administrator who enjoys working directly with clients and being an integral part of the advice process.
This role focuses heavily on client servicing, new business processing, and maintaining the smooth running of adviser workloads. You’ll be joining a friendly, professional team and play a key role in ensuring clients receive outstanding service throughout their journey.
Key Responsibilities
Client Servicing
* Act as a professional, friendly first point of contact for clients via phone, email and face-to-face
* Manage adviser diaries and arrange meetings with new and existing clients
* Handle general client queries and keep clients updated throughout processes
* Ensure all client actions from adviser meetings are diarised, tracked and completed
New Business & Administration
* Prepare meeting packs and documentation for advisers
* Complete, submit and track new business applications, ensuring timely and compliant processing
* Check all documentation for accuracy and completeness
* Request policy information, quotes and additional documentation from clients and providers
* Process fund switches, rebalances and other trades within agreed timescales
Client Review Process
* Arrange review meetings and prepare valuation and review reports
* Maintain client files in line with compliance requirements
* Produce follow-up letters and ensure all agreed actions are carried out
General CRM Duties
* Maintain and update client records on the back-office system (Intelligent Office)
* Upload meeting notes and correspondence accurately
* Assist with surrender requests, death claims and policy amendments
* Provide holiday and absence cover for colleagues
* Support the ongoing development of processes and contribute positively to team culture
* Actively develop industry knowledge through internal training and external resources
* General admin tasks including scanning, letter writing, photocopying, etc.
Person Requirements
* Strong administrative background, ideally within financial services or wealth management
* Excellent communication skills, both written and verbal
* Highly organised with the ability to prioritise and manage multiple tasks
* Strong attention to detail and a proactive approach to problem-solving
* Confident working closely with advisers and engaging with clients
* Experience with Intelligent Office (IO) is an advantage but not essential
* Professional, reliable, and a genuine team player
What’s on Offer
* £30,000 - £33,000 DOE
* One of the best enhanced benefits package in the market. (PMI, DIS, enhanced maternity/paternity leave, enhanced sick pay, 33 days holiday + BH, and much more)
* Supportive working environment within an established financial planning team
* Clear opportunities to develop your knowledge and responsibilities
* Full training provided, including an initial training period in the Wellington office
If you are a motivated administrator with a passion for client service and want to build your career within a professional financial services environment, we’d love to hear from you.
Apply now to be considered.