At a Glance
- Tasks: Manage client portfolios and provide top-notch administrative support in wealth management.
- Company: Established financial services firm with over 40 years of experience and award-winning culture.
- Benefits: Competitive salary, hybrid working options, parking, and professional development opportunities.
- Other info: Exciting career growth potential in a supportive and collaborative environment.
- Why this job: Join a dynamic team and make a real difference for high-net-worth clients.
- Qualifications: Minimum 2 years experience in financial services administration required.
The predicted salary is between 28000 - 33000 £ per year.
Client Manager Leicestershire (our ref AL1422) Salary £28,000 - £33,000 dep on exp + benefits inc parking and hybrid option after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices.
In 2026, they were proud to receive Professional Advisers Best Financial Advisers to Work for award for the fourth time.
They now have an exciting new opportunity for an experienced financial services administrator (with 2 years +) to join their team as a Client Manager.
Please note, a minimum of 2 years experience within financial services administration is required.
Role Overview To be the in-house owner and internal point of contact for a portfolio of clients, providing a quality administration service for individuals, companies, trusts and charities.
The role is responsible for maintaining accurate client and internal system records that meet the requirements of the firm and the regulator, while providing technical and administrative support to the Investment Manager and Financial Planner.
Main Tasks Be the key internal point of contact for a portfolio of clients, responding to client queries and completing day-to-day portfolio administration.
Take ownership of each client within the allocated portfolio by understanding their needs, producing relevant documentation, adhering to deadlines, and using task management within our CRM, Intelliflo.
Produce, collate, and issue meeting packs for annual review meetings.
Issue client meeting notes, coordinate and undertake action points.
Communicate with clients by effectively liaising with Financial Planners, Paraplanners, internal pension teams (SIPP and SSAS) and third-party providers via telephone, email and secure portal.
Provide administrative support to the Financial Planner Team.
Day to Day Portfolio Management Create, maintain and take ownership of accurate client records across internal and external systems, including but not limited to Intelliflo, Virtual Cabinet, Moneyinfo, Yardstick and third-party platforms, including Pershing, Quilter and Aviva.
Liaise with internal pension teams (SIPP and SSAS) to ensure all other internal records are accurately maintained.
Prepare and coordinate meeting packs for client meetings, including performance analysis of underlying plans, together with recommendations for change advised by the Paraplanning Team, Investment Manager and/or Financial Planner, where appropriate.
Administer recommendations in accordance with our advice and the clients approval, including processing transfers, contributions, withdrawals and investment changes within pension and investment products in a timely fashion, using task management within our CRM, Intelliflo.
Communicate with clients securely and promptly via telephone, email, letter and Moneyinfo, as well as with fellow professionals, e. g. accountants and solicitors.
Invoice clients and process fees Produce bespoke documents and calculations as and when needed or requested.
Maintain awareness of global investment markets and how these may impact the investment decisions made by the Investment Committee and the recommended funds/portfolios we propose.
Provide information to and liaise with platforms and providers.
Person Specification - Qualifications
Client Manager - Wealth Management employer: North Oak Recruitment
As an Investment Administrator at our Leicester office, you will join a company that has prioritised client satisfaction for over 40 years, fostering a culture of excellence and collaboration. With a competitive salary of up to £33,000 and a hybrid working option, we offer exceptional benefits and ample opportunities for professional growth, making it an ideal environment for those seeking a rewarding career in investment client servicing.
