At a Glance
- Tasks: Manage client relationships and ensure a smooth financial journey for clients.
- Company: Growing advice team in Stansted with a supportive culture.
- Benefits: Salary up to £35,000, hybrid working, flexible hours, and excellent company benefits.
- Other info: Thriving environment focused on teamwork and building strong client relationships.
- Why this job: Join a team that values collaboration and offers real career progression.
- Qualifications: 2-3 years in a Client Manager role and strong organisational skills.
The predicted salary is between 35000 - 35000 £ per year.
We are seeking an experienced Client Manager or Client Relationship Manager to join a growing advice team, primarily based in Stansted. You will support a highly experienced Chartered Adviser, playing a central role in delivering a seamless and well-organised client experience.
The Role
- Act as the key point of contact for clients, ensuring a smooth journey from onboarding through to ongoing financial planning and investment administration.
- Manage day-to-day client relationships and provide proactive support.
- Coordinate client meetings, reviews, and follow-up actions.
- Prepare accurate pre- and post-meeting documentation.
- Oversee workflow, ensuring all planning, compliance, and administrative tasks are completed efficiently.
- Maintain high-quality, compliant client records and documentation.
- Liaise with providers, platforms, and professional third parties.
- Support investment administration including contributions, withdrawals, and transfers.
- Work closely with Advisers, Paraplanners, and wider support teams.
You will play a pivotal role in ensuring clients feel informed, supported, and confident throughout their financial journey.
About You
- 2–3+ years' experience in a Client Manager / Client Relationship role within an IFA or advice firm.
- Working towards (or willing to study for) the CII Diploma in Regulated Financial Planning.
- Strong organisational skills and exceptional attention to detail.
- Confident communicator with a professional and client-focused approach.
- Proactive, reliable, and able to manage multiple priorities effectively.
- Experience with CRM systems and maintaining high-quality client data.
Just as important as your experience is your personality. We are looking for someone who will thrive in an open, collaborative and supportive environment, and who values teamwork, communication and building strong relationships.
What's on Offer
- Salary up to £35,000.
- Hybrid working.
- Highly flexible working hours.
- Excellent company benefits.
- Supportive, team-focused culture.
- Opportunities for development and progression.
This is a fantastic opportunity for someone looking to build their career within a high-quality financial planning environment where culture and people are genuinely valued.
Accounts Manager, Client Relationship Manager employer: mbf
Join a dynamic and supportive team in Stansted as an Accounts Manager, where you will play a crucial role in enhancing client relationships within a high-quality financial planning environment. With a strong emphasis on employee development, flexible working hours, and a collaborative culture, this company is dedicated to ensuring that every team member feels valued and empowered to grow their career. Experience the benefits of hybrid working and a range of excellent company perks while making a meaningful impact on clients' financial journeys.
StudySmarter Expert Advice🤫
We think this is how you could land Accounts Manager, Client Relationship Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like mbf. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Accounts Manager, Client Relationship Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to mbf.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on mbf's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at mbf
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with mbf.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at mbf will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former mbf employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
