Client Relationship Manager
1 week ago
Client 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 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 HaveAt least 2 years’ IFA administration experience within a Wealth Management or Financial Planning practiceStrong knowledge of pensions and investmentsProgressing towards Level 4 Diploma (or already qualified) – CII/LIBF/CISIExcellent communication skills and the ability to build client rapportAbility to work effectively as part of a teamApply 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
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Client Relationship Manager
1 week 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...
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Client Relationship Manager
4 days ago
Stansted, Essex, United Kingdom Eden Rose Full timeClient 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...
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Client Relationship Manager
4 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...
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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...
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Client Relationship Manager
4 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...
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Senior IFA Administrator
4 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...
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Paraplanner & Client Manager
1 week ago
Stansted Mountfitchet, United Kingdom Jenson Fisher Consulting Ltd Full timeOverview My client is an independent, Chartered private wealth management firm with offices in Cambridge, London and Stansted. Clients are supported by a dedicated team of over 20 industry professionals. They assume the role of a collaborative financial partner. Guiding, advising and working with clients over the long-term. Building a relationship that...
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Client Services Executive
3 days ago
Stansted, United Kingdom Flightworx Aviation Ltd Full timeReporting to the General Manager **Job description** The Client Services Executive is accountable for the effective day to day running of the Client Services Department, managing and developing key client relationships, generating new business, and for ensuring that the highest levels of Service is delivered to our clients and to all Flightworx...
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Wealth Management Client Relations Lead
4 days ago
Stansted Mountfitchet, United Kingdom Eden Rose Full timeA prestigious Wealth Management firm in Stansted Mountfitchet is seeking an experienced Client Relationship Manager to provide exceptional service and administrative support. The role offers hybrid work flexibility, a positive team culture, and opportunities for professional growth. The ideal candidate has at least 2 years in wealth management and strong...
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Senior Wealth Planning Admin
4 days ago
Stansted Mountfitchet, United Kingdom Cranleigh Personnel Full timeA respected financial planning firm in Stansted Mountfitchet is seeking a Senior Wealth Planning Administrator / Client Relationship Manager. This role focuses on managing client relationships while maintaining technical administrative tasks. Ideal for those with experience in IFA administration or Junior Paraplanning, it offers an opportunity to enhance...
