At a Glance
- 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
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.
Client Relationship Manager employer: Eden Rose
Join an award-winning Wealth Management firm in Cambridge, where you will thrive in a collaborative and forward-thinking environment. With a strong emphasis on career development, hybrid working options, and a supportive team culture, this role offers the perfect opportunity for meaningful growth and professional fulfilment in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager
✨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 by researching the company and its culture. Understand their approach to client relationships and be ready to share how your experience aligns with their values. We want you to shine!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable discussing your skills and experiences. This will help you articulate your value as a Client Relationship Manager with confidence.
✨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 dream job.
We think you need these skills to ace Client Relationship Manager
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. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your background makes you a great fit for the Client Relationship Manager role. Keep it friendly and professional – we love a personal touch!
Showcase Your Communication Skills:Since this role involves building client rapport, make sure your written application showcases your communication skills. Use clear, concise language and demonstrate your ability to convey complex information simply. We’re all about clarity here at StudySmarter!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our supportive and collaborative 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. Since this role involves providing technical support, being able to discuss these topics confidently will show that you're the right fit for the team.
✨Showcase Your Communication Skills
As a Client Relationship Manager, you'll need to build rapport with clients. Practice articulating your thoughts clearly and consider how you can demonstrate your excellent communication skills during the interview.
✨Prepare for Scenario Questions
Expect questions about how you would handle specific client situations or challenges. Think of examples from your past experience where you've successfully managed client relationships or resolved issues.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm's culture, team dynamics, or career progression opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
