Job Description
Job Title: Client Relationship Manager/Senior Pensions Administrator
Location: Leicester (Hybrid)
Salary: Dependent on Experience
We are working with a well-established wealth management and financial planning firm that prides itself on delivering tailored, client-focused solutions to a wide range of personal and corporate clients. The firm is highly regarded for its proactive approach to client relationships, robust processes, and adherence to regulatory standards.
The Role:
As a Client Relationship Manager, reporting to the Team Director, you will be the primary contact for a portfolio of SIPP, SASS, and personal clients, managing and administering all aspects of their financial affairs. You will work closely with financial advisers and a team of client relationship managers, building strong relationships and understanding clients’ objectives to help them achieve their financial goals.
Your role is central to the ongoing success of the firm, delivering excellent client service, supporting wealth management objectives, and ensuring compliance with all relevant regulations, including HMRC and FCA requirements. You will proactively manage clients’ affairs, plan and prioritise workloads, and communicate clearly and professionally at all levels. Special attention will be given to the needs of vulnerable clients, ensuring appropriate steps are taken to protect their interests.
The Ideal Candidate:
* Will have experience in pensions administration, including SIPP and SASS schemes, a strong understanding of compliance requirements, and a client-first mindset.
* You will manage your own client bank, provide a high level of service, and actively contribute to the wider team’s success.
* You will also be expected to maintain and develop your professional knowledge through ongoing training and adherence to the firm’s policies and procedures.
What’s in it for You?
* Generous salary and pension contributions
* Life Assurance, Income Protection and a Heath Cash Plan
* 25 days holiday + bank holidays + increasing with service
* Hybrid working
* Ongoing professional support
Please reach out to Adele at Capio Recruitment for a confidential conversation about this role further. We look forward to hearing from you!