Client Success Manager – Financial Planning (Hybrid)

mbf.; Bentfield; Hybrid; GBP 21,000 - 35,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Excellent company benefits

Development opportunities

Job summary

mbf. is seeking an experienced Client Manager/Client Relationship Manager to join our growing advice team, primarily based in Stansted. You will be the main contact for clients, guiding them from onboarding through ongoing financial planning and investment administration.

Responsibilities include coordinating meetings, ensuring compliance and documentation, and maintaining accurate client records. We offer hybrid working, flexible hours, and strong development opportunities within a

Qualifications

• 2–3+ years' experience in a Client Manager/Client Relationship role within an IFA or advice firm.
• Strong organisational skills and exceptional attention to detail.
• Confident communicator with a professional and client-focused approach.
• Proactive, reliable, and able to manage multiple priorities effectively.

Responsibilities

• Manage day-to-day client relationships and provide proactive support.
• Coordinate client meetings, reviews, and follow-up actions.
• Prepare accurate pre- and post-meeting documentation.
• Oversee workflow; ensure planning, compliance, and admin tasks are completed.
• Maintain high-quality, compliant client records and documentation.

Skills

Client management

CRM systems

Organisational skills

Communication

Teamwork

Education

CII Diploma in Regulated Financial Planning

Tools

CRM software

Job description

mbf. is seeking an experienced Client Manager/Client Relationship Manager to join our growing advice team, primarily based in Stansted. You will be the main contact for clients, guiding them from onboarding through ongoing financial planning and investment administration.

Responsibilities include coordinating meetings, ensuring compliance and documentation, and maintaining accurate client records. We offer hybrid working, flexible hours, and strong development opportunities within a