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- Tasks: Be the go-to person for clients, providing top-notch support and attending meetings.
- Company: Join an award-winning wealth management firm with a collaborative vibe.
- Benefits: Enjoy a competitive salary, hybrid work, study support, and private medical insurance.
- 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.
- Other info: Great team culture with clear paths for career progression.
The predicted salary is between 30000 - 40000 £ 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. Known for delivering tailored investment management and financial planning services, the firm offers an excellent working environment, strong career development support, and a positive, open-plan office culture.
This role has arisen due to both internal progression and the planned retirement of an existing team member in mid 2026. As such, the successful candidate will work closely with the current employee to ensure a smooth handover.
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 will attend client meetings, provide high-level technical and administrative support, and play a key role in delivering outstanding client service.
- 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
Benefits:
- £30,000 - £40,000
- 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
- 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
Apply today if you’re looking to take the next step in your Financial Services career within a supportive, professional environment.
Client Relationship Manager employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
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 hunt for a Client Relationship Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of pensions and investments. Make sure you can confidently discuss how you would provide exceptional client service and support the Adviser. We want you to shine!
✨Tip Number 3
Don’t forget to showcase your communication skills! During interviews, demonstrate how you build rapport with clients and work effectively within a team. This is key for a role where client interaction is crucial.
✨Tip Number 4
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 in financial services.
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.
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 showcases your ability to build rapport with clients. Use clear and concise language throughout your application.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and financial planning. The firm is looking for someone with at least 2 years of IFA administration experience, so be ready to discuss your past roles and how they relate to the position.
✨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 get comfortable with the types of conversations you might have.
✨Demonstrate Team Spirit
This role involves working closely with an Adviser and an Administrator, so highlight your ability to collaborate effectively. Share examples from your previous jobs where teamwork led to successful outcomes, showing that you're a team player who can support others.
✨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 helps you assess if it's the right fit for you.
