Job Description
A well-established financial planning practice is looking to recruit an experienced Client Relationship Manager to join their team across their Wellington offices. This is a varied and client-facing administrative role, sitting at the heart of the business and providing essential support to a team of Financial Advisers.
Salary up to £33,000 & hybrid working 3 days in the office
The Role
The successful candidate will serve as a key point of contact for clients, managing enquiries by phone, email and in person with professionalism and care. They will take ownership of the end-to-end administration process — from organising client review meetings and preparing valuation reports, through to processing new business applications and ensuring all actions and follow-ups are completed accurately and on time.
Day-to-day responsibilities will include:
* Managing Financial Adviser diaries and coordinating client meetings
* Preparing meeting packs and new business documentation for sign-off
* Submitting, processing and following up on applications in a compliant and timely manner
* Maintaining accurate client records on the back office system (Intelligent Office)
* Processing fund switches, rebalances, surrender requests and death claims
* Uploading file notes and ensuring client files meet compliance requirements
* Ordering quotes and requesting policy details on behalf of advisers
* Providing holiday and sickness cover for colleagues as required
The Person
The practice is looking for someone with a minimum of two years' experience working within the IFA market, including hands-on experience with provider platforms. They will be confident managing their own workload, organised under pressure, and able to communicate clearly and professionally with both clients and colleagues across multiple locations.
The ideal candidate will bring:
* Experience in an IFA or financial services administrative role
* Familiarity with CRM and back office systems
* Strong working knowledge of Microsoft Office
* Excellent interpersonal and written communication skills
* A high level of discretion when handling sensitive client data
* The ability to work effectively as part of a geographically spread team, both face-to-face and remotely
This is a fantastic opportunity for an experienced financial services administrator to join a supportive and established team, with a competitive salary of up to £33,000 on offer depending on experience.