Job Description
Client Relationship Manager
A well-established and highly regarded Independent Financial Planning practice is seeking an experienced Client Relationship Manager to join its growing team in Cirencester.
This is an excellent opportunity for a confident and proactive administrator with a strong background in the IFA / wealth management industry who thrives in a client-focused environment and takes pride in delivering exceptional service.
The successful candidate will play a pivotal role in supporting Financial Advisers, maintaining strong client relationships, and ensuring new and existing business is processed efficiently, accurately, and compliantly.
Saaalry up to £33,000 & hybrid working 3 days in the office and 2 from home.
Role Objective
To provide high-quality administrative and client servicing support to Financial Advisers, ensuring a smooth and professional client journey at every stage.
Key Responsibilities
Client Servicing
* Act as a friendly and professional first point of contact for clients and enquiries (phone, email, and in person).
* Organise meetings for existing and prospective clients.
* Proactively manage Financial Advisers’ diaries and workload where required.
* Liaise with clients regarding administrative queries.
* Manage client expectations to ensure high levels of satisfaction.
* Diarise and action follow-ups resulting from client meetings.
New Business Processing
* Prepare comprehensive meeting packs, including new business documentation.
* Complete, submit, and follow up on applications in a timely and compliant manner.
* Check documentation for accuracy and completeness.
* Request required documentation from clients and issue policy documents.
* Obtain quotes and policy information for advisers.
* Ensure fund switches, rebalances, and trades are processed accurately within agreed timescales.
Client Reviews
* Organise client review meetings in line with the firm’s Review Process.
* Prepare client valuation reports and review documentation.
* Maintain client files in accordance with compliance requirements.
* Ensure follow-up correspondence is issued promptly.
* Implement agreed actions efficiently and accurately.
Additional Responsibilities
* Provide general administrative support including scanning, photocopying, letter writing, and related duties.
* Maintain accurate client records using Intelligent Office (back-office system).
* Upload file notes following client or company contact.
* Process surrender requests, death claims, and related servicing tasks.
* Provide holiday and sickness cover for colleagues.
* Escalate significant risk issues to the Operations Manager where appropriate.
* Contribute positively to team development and continuous improvement.
* Proactively enhance industry knowledge through internal and external learning.
Candidate Profile
* Have proven experience within an IFA / wealth management environment.
* Demonstrate strong knowledge of new business processing and client servicing.
* Be highly organised with exceptional attention to detail.
* Possess strong communication skills and a professional telephone manner.
* Be confident managing adviser diaries and prioritising workload.
* Have experience using back-office systems (Intelligent Office preferred).
* Show initiative, reliability, and a proactive mindset.