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- Tasks: Be the go-to person for clients, providing top-notch service and support.
- Company: Join an award-winning wealth management firm with a positive culture.
- Benefits: Earn up to £45,000, enjoy hybrid work, and receive study support.
- Other info: Collaborative team environment with clear paths for career progression.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: 2+ years in IFA administration and strong knowledge of pensions and investments.
The predicted salary is between 30000 - 45000 £ per year.
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
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
- 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
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.
Client Relationship Manager in Cambridge employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager in Cambridge
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially since they value collaboration and client service. Think about how your experience aligns with their needs and be ready to share specific examples.
✨Tip Number 3
Show off your skills! If you have any relevant certifications or training, make sure to highlight them during conversations. This is your chance to demonstrate your commitment to professional development in financial services.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that Client Relationship Manager role.
We think you need these skills to ace Client Relationship Manager in Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your IFA administration experience and any relevant qualifications, like your progress towards the Level 4 Diploma.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Client Relationship Manager role. Share specific examples of how you've provided exceptional client service in the past.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application is clear and concise. Use professional language but let your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investments. The role requires a strong understanding of these areas, so be prepared to discuss your experience and any relevant qualifications, like the Level 4 Diploma.
✨Showcase Your Communication Skills
As a Client Relationship Manager, you'll need to build rapport with clients. Practice articulating your thoughts clearly and confidently. Consider role-playing common client scenarios with a friend to refine your approach.
✨Demonstrate Team Spirit
This position involves working closely with a Chartered Adviser and an Administrator. Be ready to share examples of how you've successfully collaborated in previous roles. Highlight your ability to support others and contribute to a positive team culture.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's culture, career progression opportunities, and how they support their employees' professional development. This shows your genuine interest in the role and the company.