Client Relationship Manager
3 days ago
Client Relationship Manager Award-Winning Wealth Management Firm Hybrid £30,000 – £40,000 Full-time or Part-time 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’ll 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, 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. Recommend someone to us and receive £200 if we help them secure a new role. Client service, paraplanner, IFA administrator, adviser support, wealth management, CII, financial planning, pensions, investments
-
Client Relationship Manager
3 days ago
Stansted, Essex, United Kingdom Eden Rose Full timeClient Relationship Manager Award-Winning Wealth Management Firm Hybrid £Full-time or Part-time 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...
-
Client Relationship Manager
7 days ago
Stansted, United Kingdom Eden Rose Full timeClient Relationship ManagerAward-Winning Wealth Management FirmHybrid£30,000 – £40,000Full-time or Part-timeAn 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...
-
Client Relationship Manager
7 days ago
Stansted, United Kingdom Eden Rose Full timeClient Relationship ManagerAward-Winning Wealth Management FirmHybrid£30,000 – £40,000Full-time or Part-timeAn 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...
-
Client Relationship Manager
3 days ago
Stansted Mountfitchet, United Kingdom Eden Rose Full timeClient Relationship Manager Eden Rose – Award-winning Wealth Management Firm Hybrid. £30,000 – £40,000. Full-time or Part-time. An award‑winning and highly respected Wealth Management firm is seeking an Experienced Client Manager (Senior IFA Administrator / Technical Admin) to join our collaborative and forward‑thinking team. Known for delivering...
-
Stansted, United Kingdom Cranleigh Personnel Full timeJob Title: Senior Wealth Planning Administrator/Client Relationship ManagerLocation: Stansted Mountfitchet - With Monday and Fridays from homeSalary: £35,000 - £50000 DOEAbout the OpportunityWe’re working on behalf of a highly respected, whole-of-market financial planning firm to recruit a Client Relationship Manager. This is a fantastic opportunity - a...
-
Senior IFA Administrator
3 days ago
Stansted Mountfitchet, United Kingdom Cranleigh Personnel Full timeJob Title : Senior Wealth Planning Administrator / Client Relationship ManagerLocation : Stansted Mountfitchet - With Monday and Fridays from homeSalary : £35,000 - £50000 DOEAbout the OpportunityWe’re working on behalf of a highly respected, whole-of-market financial planning firm to recruit a Client Relationship Manager. This is a fantastic opportunity...
-
Senior Relationship Manager
2 weeks ago
Essex, United Kingdom OPR Associates Limited Full timeAre you an experienced relationship manager looking for a new challenge? We are seeking a Senior Relationship Manager to join our team and provide support for a key group of partners by building and maintaining excellent working relationships. The main purposeof the role is to ensure the smooth running of the administrative side of their business and provide...
-
Senior Relationship Manager
2 weeks ago
Essex, United Kingdom Office Angels Full time**Senior Relationship Manager** **Based: onsite office in Dagenham, Essex** **Salary: £34,000 OTE (£32,000 basic) with bonus aligned to customer satisfaction/maintenance KPIs** **Working Hours**: - Monday to Thursday - 9:00am - 6:30pm - Friday - 9:30am - 5.30 pm - Saturday* - 9:30am - 4:30pm - For every 2 Saturdays worked in a month you are awarded 1...
-
Client Manager
4 weeks ago
Essex, United Kingdom Hays Full timeHays are recruiting a Client Manager for their client, a small but highly respected and established Accountancy firm in Colchester. You will join a small team and take a leading role in delivering high-quality accounting, tax, and business advisory services. This is a client-facing position where you will manage a portfolio of valued clients, build strong...
-
Regional Relationship Manager
4 days ago
Essex, England, United Kingdom Elevation Recruitment Group Full time £30,000 - £60,000 per yearRegional Relationship ManagerLocation: South EastSalary: £35,000 - £45,000 + car allowance + commissionElevation Recruitment Group are pleased to be recruiting for a leading property maintenance company who specialise in outdoor maintenance across the UK. True leaders in the field, they're on the hunt for an experienced relationship builder to manage...
