At a Glance
- Tasks: Support Financial Advisers by managing client relationships and administrative tasks.
- Company: Join a dynamic financial services firm focused on client satisfaction.
- Benefits: Gain valuable experience, competitive salary, and opportunities for professional growth.
- Other info: Training provided in Wellington; great team culture and career development.
- Why this job: Be the friendly face of our company and make a real difference for clients.
- Qualifications: Proficient in Microsoft Office; previous admin experience preferred.
The predicted salary is between 30000 - 40000 £ per year.
Reporting to: Operations Manager
Date of Issue: February 2026
Role objective
To provide administrative support to the Advisers.
Key responsibilities
- Client servicing
- Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person).
- Organise existing and prospective client meetings and actively manage the Financial Advisers’ diary and workload, if required by the Financial Advisers.
- Liaise with clients on any administration queries they may have.
- Manage client service needs and client expectations to ensure client satisfaction.
- Ensure action points resulting from client meetings get diarised and dealt with.
- Processing of new business
- Preparation of meeting packs, to include new business for signing up.
- Completion, submission, and follow-up of applications, ensuring new business cases are processed in a timely and compliant manner.
- Check the accuracy and completeness of all documentation.
- Requesting required documentation from clients and sending policy documents to clients.
- Ordering quotes and requesting policy details for advisers.
- Ensure fund switches/rebalances and other trades are carried out accurately and within the company’s timescales.
- Client reviews
- Organise client review meetings as per the ‘Review Process,’ if required by the Financial Advisers.
- Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements.
- Ensure follow-up letters are sent promptly.
- Ensure implementation of agreed actions.
- Other CRM duties
- General administrative support, including scanning, photocopying, faxing, letter writing and other applicable duties.
- Maintenance of client records on the back office system (Intelligent Office).
- Uploading file notes to the back office system, following the client or company contact.
- Submitting and processing surrender requests, death claims, etc.
- Provide Holiday and Sickness cover for colleagues.
- Ensure that significant risk issues are referred to the Operations Manager where appropriate.
- Make a constructive contribution to the continuing development of the team.
- Proactively enhance industry knowledge through external and internal sources.
The training for this role will take place in Wellington for at least the first two weeks of employment.
This job description may be reviewed and subsequently amended to better reflect any changes required in the role.
Person specification
Required
- Proficient with Microsoft Office.
- Discretion and professionalism when handling sensitive data.
Preferred
- Previous experience in an administrative role, ideally in the financial services sector.
- Familiarity with CRM systems.
Personal skills
- Excellent interpersonal skills.
- Ability to communicate clearly and concisely, both orally and in writing.
- Ability to work effectively with a team based across the region, with both face-to-face and digital communication skills.
- Ability to organise own workload, prioritise effectively and identify issues for escalation.
- Ability to learn new software.
- Previous work experience in the IFA Market and dealing with Provider Platforms – At least 2 years minimum experience required.
Client Relationship Manager in Wellington employer: Shackleton Advisers Limited
As a Client Relationship Manager at our company, you will thrive in a supportive and dynamic work environment that prioritises employee growth and development. Our culture fosters collaboration and innovation, ensuring that you have the resources and training needed to excel in your role while enjoying the benefits of a friendly team atmosphere in Wellington. With opportunities for professional advancement and a commitment to client satisfaction, we are dedicated to making your career both meaningful and rewarding.
Contact Details:
Shackleton Advisers Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager in Wellington
✨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 Shackleton Advisers Limited. 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 Client Relationship Manager in Wellington
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 Shackleton Advisers Limited.
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 Shackleton Advisers Limited'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 Shackleton Advisers Limited
✨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 Shackleton Advisers Limited.
✨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 Shackleton Advisers Limited 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 Shackleton Advisers Limited 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.
