At a Glance
- Tasks: Be the go-to person for clients, ensuring top-notch service and support.
- Company: Join an award-winning wealth-management firm with a collaborative vibe.
- Benefits: Enjoy a competitive salary, hybrid working, and health perks.
- Other info: Great team culture 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 - 40000 € per year.
We are an award‑winning and highly respected wealth‑management firm seeking an experienced Client Manager (Senior IFA Administrator / Technical Admin) to join our collaborative and forward‑thinking team. We deliver tailored investment management and financial planning services and offer an excellent working environment, strong career development support and a positive, open‑plan office culture.
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
- Work closely with the current employee to ensure a smooth handover, as the role arises due to internal progression and a planned retirement of a team member in mid 2026
Qualifications
- At least 2 years IFA administration experience within a wealth‑management or financial‑planning practice
- Strong knowledge of pensions and investments
- Progressing towards Level 4 Diploma (or already qualified) – CII/LIBF/CISI
- Excellent communication skills and the ability to build client rapport
- Ability to work effectively as part of a team
Benefits
- Competitive salary £30,000 – £40,000 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
Application
Apply now to be considered. 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 Essex employer: Eden Rose
Join our award-winning wealth-management firm in Stansted, Cambridgeshire, where we prioritise a collaborative and supportive work environment. With competitive salaries, hybrid working options, and strong career development opportunities, we empower our employees to thrive while delivering exceptional service to our clients. Our modern open-plan office fosters a positive culture, making it an excellent place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager in Essex
✨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 hunt for a Client Relationship Manager role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially their approach to client relationships. Be ready to share examples of how you've built rapport with clients in the past – it’s all about showing you can deliver exceptional service.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, shoot a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application directly, and it helps us keep track of your progress. Plus, it shows you're keen on joining our collaborative team!
We think you need these skills to ace Client Relationship Manager in Essex
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the Client Relationship Manager role. 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 showcase your communication skills and explain why you're passionate about wealth management. Let us know how you can contribute to our collaborative culture.
Showcase Your Client Rapport Skills:In your application, emphasise your ability to build strong relationships with clients. Share examples of how you've provided exceptional service in the past, as this is key for the role and something we value highly at StudySmarter.
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’re considered for the role. Plus, it makes the process smoother for everyone involved!
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 technical administrative 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 Team Dynamics
This role requires collaboration with a Chartered Adviser and other team members. Think about examples from your past experiences where you've successfully worked in a team and be ready to share those stories.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture and career progression opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
