Client Relationship Manager

5 days ago

Stansted Mountfitchet, United Kingdom Eden Rose Full time

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 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 internal progression and the planned retirement of an existing team member in mid‑2026. The successful candidate will work closely with the current employee to ensure a smooth handover. Responsibilities 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. 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 Seniority level Mid‑Senior level Employment type Full‑time Job function Sales and Business Development Industries Staffing and Recruiting Referrals increase your chances of interviewing at Eden Rose by 2x #J-18808-Ljbffr

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