Client Relationship Manager

CV Elite Limited; England; Hybrid; GBP 30,000 - 37,000; Full time

Job summary

A top Financial Planning firm in Luton is seeking a Client Relationship Manager to support Financial Planners and improve client relationships. This role involves arranging meetings, processing applications, and maintaining client documentation. The ideal candidate should possess excellent customer service, organizational, and communication skills. The position offers a salary of £30-37,000 depending on experience, plus bonuses and hybrid working options.

Benefits

Bonus based on performance

26.5 days holiday

Pension plan

Support for professional exams

Qualifications

• Experience in a professional services environment is preferred.
• Proactive, detail-oriented, and willing to learn.
• Exceptional communication skills are essential.

Responsibilities

• Support Financial Planners delivering financial planning services.
• Develop client relationships and arrange meetings.
• Assist with pre and post Financial Planning Meeting preparations.

Skills

Customer service experience

Relationship building

Analytical skills

Organizational skills

Proficient with MS Office

Job description

The Role

I am recruiting a Client Relationship Manager (Financial Adviser Support, IFA Administrator) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1). Working in a collaborative, fast‑paced and client‑focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters’ clients. The Client Relationship Manager (Financial Adviser Support, IFA Administrator) helps to maintain and develop the client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and to tight deadlines.

The Person

The successful Client Relationship Manager (Financial Adviser Support, IFA Administrator) will be intelligent, keen to learn, embracing of change, proactive, organised and detail‑oriented, with exceptional relationship building, customer service and administrative skills. They are likely to have worked in a professional services environment but will not be expected to know the intricacies of financial planning as training will be provided. They will be articulate, analytical and aspirational, and will be looking for a highly varied and involved support role where they can make a significant contribution to a progressive and ambitious firm while being invested in, valued and rewarded accordingly.

Salary and Benefits

£30‑37,000 (depending on experience) + bonus based on both individual and company performance + 26.5 days holiday + bank holidays + pension + hybrid working + we are happy to fund and support you with professional exams if you choose to take them, although there is no requirement for this (there is a salary increase with each exam passed).

The Company

Wealth Matters is an award‑winning, innovative and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. Providing bespoke financial planning, estate planning and investment planning they have been helping clients achieve financial freedom since 1999.

Responsibilities

• Supporting the Financial Planners with delivering an exception financial planning service to clients.
• Developing relationships with clients, arranging meetings and being the main point of contact for any queries on their portfolio.
• Assisting the Advisers with pre and post Financial Planning Meeting preparation, including researching clients’ existing arrangements, collating supporting documents, producing compliant illustrations and application forms and completing all actions arising including fund switches, withdrawals and assignment of policies.
• Processing new business application forms, proposals and supporting documentation.
• Contract administration of all products recommended by the Financial Planner (pensions, ISA’s, Investments, Bonds, Protection etc.).
• Producing management information and recording and updating all client information on the back‑office system.
• General administration and project work, supporting with the development of the firm’s standard operating procedures.

Skills and Experience Required

• Experience of working in an involved customer service orientated support role gained in a professional services environment (financial advice / planning experience is not essential as training will be provided for the right candidate).
• Intelligent, ambitious, proactive, embracing of change and keen to learn.
• A strong relationship builder with exceptional customer service skills, tactful, trustworthy, diplomatic and able to maintain confidentiality at all times.
• Professional appearance, confident manner and exceptional communication skills, both verbal and written.
• Comfortable working on your own initiative, setting personal goals, directing workflow and managing conflicting deadlines.
• Analytical, excellent administrative and organisational skills and a keen eye for detail.
• Strong technology and mathematical aptitude, proficient with MS Office.
• A strong team player who is keen to participate fully in the successful operation of the business.

Dawn O’Shea is the Recruitment Partner, recruiting the Client Relationship Manager (Financial Adviser Support, IFA Administrator) directly on behalf of Wealth Matters so NO AGENCIES PLEASE. If you are successful in being short‑listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.