Wealth Management Client Relations Lead

A 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...

Client 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...

Overview 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...

Job 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 respected Wealth Management firm in Stansted Mountfitchet is seeking an Associate Financial Adviser who has achieved or is nearing Chartered Status. This is a unique opportunity to work closely with a senior Adviser, gradually taking over a HNW client base while providing innovative financial solutions. The role combines high-level technical work with...

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...

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...

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 permits both...

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...

Client 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...