Senior Client Relationship Manager – Hybrid Wealth Services

North Oak Recruitment; Leicester; On-site; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Group Pension

Life Assurance

Income Protection

Health Cash Plan

Flexible voluntary benefits

Job summary

North Oak Recruitment in Leicester is seeking a Senior Client Relationship Manager (Senior Financial Services Administrator) to manage a portfolio of clients alongside a Wealth Management Consultant. Office-based with potential hybrid after qualifying period, salary to c£30,000 plus benefits.

The role involves supporting consultants, preparing for client meetings, taking notes, coordinating actions, and liaising with providers.

Qualifications

• 4-5 years’ experience in a similar CRM/wealth management role.
• Strong understanding of investments, pensions and estate planning.
• Excellent customer service and attention to detail.
• Proactive management of client affairs with clear written and verbal communication.
• Organised, able to prioritise workload in a fast-paced environment.
• Team player in an open-plan office setting.

Responsibilities

• Support consultants to ensure client needs are met.
• Prepare work for client meetings and attend meetings as required.
• Take notes during meetings and track action points.
• Liaise with external providers on client queries and illustrations.
• Process new business in line with compliant procedures.
• Update client records and electronic folders.

Skills

Client relationship management

Communication skills

Financial services knowledge

Pensions & estate planning

Meeting coordination

Attention to detail

Tools

Cashflow modelling software

Job description

North Oak Recruitment in Leicester is seeking a Senior Client Relationship Manager (Senior Financial Services Administrator) to manage a portfolio of clients alongside a Wealth Management Consultant. Office-based with potential hybrid after qualifying period, salary to c£30,000 plus benefits.

The role involves supporting consultants, preparing for client meetings, taking notes, coordinating actions, and liaising with providers.