Overview
Client Relationship Manager– Award-Winning Wealth Management Firm. Hybrid – Up to £45,000. Location: Cambridge. Employment Type: Permanent. Job Ref: 90397.
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. The firm is known for delivering tailored investment management and financial planning services and offers an excellent working environment, strong career development support, and a positive, open-plan office culture.
This role has arisen due to internal progression and planned retirement in mid 2026. The successful candidate will work closely with the current employee to ensure a smooth handover.
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
Team and Role Context
As the first point of contact for clients, you will work within an Advice Team alongside an experienced Chartered Financial Adviser and an Administrator. You’ll attend client meetings, provide high-level technical and administrative support, and play a key role in delivering outstanding client service.
Benefits
* £30,000 – £45,000 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
* 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
* Ideally progressing towards Level 4 Diploma (CII/LIBF/CISI)
* Excellent communication skills and the ability to build client rapport
* Ability to work effectively as part of a team
How to Apply
Apply today if you’re looking to take the next step in your Financial Services career within a supportive, professional environment. Suitable applicants will be contacted by one of our specialist consultants for an in-depth discussion before any CVs are submitted to the client.
J-18808-Ljbffr