Client Manager - Wealth Management

North Oak Recruitment Limited; Leicester; Hybrid; GBP 28,000 - 33,000; Full time

Benefits offered by this job

Discretionary Bonus

Life assurance

Pension

Health Cash Plan

Free Parking

Hybrid scheme

24 days holiday

Job summary

North Oak Recruitment Limited represents a well-established wealth management firm in Leicestershire seeking a Client Manager (wealth Management Administrator) to act as the in-house contact for a portfolio of clients. You will manage administration, maintain records, and support the Investment Manager and Financial Planner.

With at least 2 years in financial services administration, you will handle pensions, investments, client communications, and regulatory paperwork across platforms such as

Qualifications

• Essential: 2 years’ experience in financial services administration.
• Essential: Good technical knowledge of pensions and investments and their use in Financial Planning.
• Essential: Ability to communicate effectively with clients, providers, accountants and other professionals.
• Essential: Knowledge of Data Protection legislation.
• Essential: Ability to work within level of authority and to refer work when appropriate.
• Essential: Demonstrate good time management skills.
• Desirable: Degree in a relevant specialty.
• Desirable: CII Award/Certificate/Diploma units or willingness to obtain them.
• Desirable: 5 years’ experience in a financial services administration role.

Responsibilities

• Be the internal point of contact for a portfolio of clients, responding to queries and handling day-to-day portfolio administration.
• Take ownership of each client by understanding needs, producing documentation, meeting deadlines, and using Intelliflo CRM tasks.
• Produce, collate and issue meeting packs for annual reviews and record meeting notes.
• Coordinate actions and communicate with clients, Financial Planners, Paraplanners and third-party providers.
• Provide administrative support to the Financial Planner Team.
• Maintain accurate client records across platforms such as Intelliflo, Virtual Cabinet, Moneyinfo and Pershing.
• Prepare meeting packs with performance analysis and recommendations from the Paraplanning Team and Investment Manager.

Skills

Pensions knowledge

Investment knowledge

Client communication

Data protection

Time management

Education

A level standard

Degree (desirable)

CII qualifications (desirable)

Tools

Intelliflo

Virtual Cabinet

Moneyinfo

Pershing

Quilter

Aviva

Adobe

Microsoft 365

Job description

Client Manager (wealth Management Administrator)

Leicestershire (our ref AL1429)

Salary £28,000 - £33,000 dep on exp + benefits inc parking and hybrid option after initial training and induction

My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices.

In 2026, they were proud to receive Professional Adviser’s “Best Financial Advisers to Work for” award for the fourth time.

They now have an exciting new opportunity for an experienced financial services administrator (with 2 year’s +) to join their team as a Client Manager. Please note, a minimum of 2 years’ experience within financial services administration is required.

Role Overview

To be the in-house owner and internal point of contact for a portfolio of clients, providing a quality administration service for individuals, companies, trusts and charities. The role is responsible for maintaining accurate client and internal system records that meet the requirements of the firm and the regulator, while providing technical and administrative support to the Investment Manager and Financial Planner.

Main Tasks

• Be the key internal point of contact for a portfolio of clients, responding to client queries and completing day-to-day portfolio administration.
• Take ownership of each client within the allocated portfolio by understanding their needs, producing relevant documentation, adhering to deadlines, and using task management within our CRM, Intelliflo.
• Produce, collate, and issue meeting packs for annual review meetings.
• Issue client meeting notes, coordinate and undertake action points.
• Communicate with clients by effectively liaising with Financial Planners, Paraplanners, internal pension teams (SIPP and SSAS) and third-party providers via telephone, email and secure portal.
• Provide administrative support to the Financial Planner Team.

Day to Day Portfolio Management

• Create, maintain and take ownership of accurate client records across internal and external systems, including but not limited to Intelliflo, Virtual Cabinet, Moneyinfo, Yardstick and third-party platforms, including Pershing, Quilter and Aviva.
• Liaise with internal pension teams (SIPP and SSAS) to ensure all other internal records are accurately maintained.
• Prepare and coordinate meeting packs for client meetings, including performance analysis of underlying plans, together with recommendations for change advised by the Paraplanning Team, Investment Manager and/or Financial Planner, where appropriate.
• Administer recommendations in accordance with our advice and the client’s approval, including processing transfers, contributions, withdrawals and investment changes within pension and investment products in a timely fashion, using task management within our CRM, Intelliflo.
• Communicate with clients securely and promptly via telephone, email, letter and Moneyinfo, as well as with fellow professionals, e.g. accountants and solicitors.
• Invoice clients and process fees
• Produce bespoke documents and calculations as and when needed or requested.
• Maintain awareness of global investment markets and how these may impact the investment decisions made by the Investment Committee and the recommended funds/portfolios we propose.
• Provide information to and liaise with platforms and providers.

Person Specification - Qualifications & Experience

Essential

• Educated to A level standard (or equivalent) as a minimum.
• A minimum of 2 years’ experience in a financial services administration role.

Desirable

• Degree in a relevant specialty.
• To hold CII Award/Certificate/Diploma units or equivalent, or to be willing to obtain CII Award/Certificate/Diploma units.
• 5 years’ experience in a financial services administration role.

Person Specification - Knowledge & Skills Required

Essential

• Good technical knowledge of pensions and investments, their associated products, and their use in Financial Planning.
• Ability to communicate effectively with clients, providers, accountants, and other professional connections via various methods – phone, letter, email, etc.
• Ability to create, maintain, and take ownership of accurate computer-based records.
• Knowledge of Data Protection legislation.
• Ability to work within level of authority and to refer work when appropriate.
• Demonstrate good time management skills.

Desirable

• Good, technical knowledge of Financial Services in general and legislation relevant to the role.
• Knowledge of IT systems and programmes relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite).
• Knowledge of different pension types (defined contribution, defined benefit, annuity) and retirement phases (accumulation, crystallisation, decumulation)
• Knowledge of different investment types (Unit Trusts/OEICs, Exchange Traded Funds, Investment Trusts, direct equities) and asset types (Equity (UK & Global), Fixed Interest, Property, Commodities).
• Knowledge of money-weighted return, carry forward, capital gains tax, lump sum allowance and lump sum and death benefit allowance calculations.
• Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area.

Benefits

• Discretionary Bonus
• Life assurance
• Pension
• 24 days holiday increasing incrementally
• Health Cash Plan Scheme
• Free Parking
• Hybrid scheme following initial training and induction