Wealth Client Manager (Hybrid) with Benefits

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

Benefits offered by this job

Discretionary Bonus

Life assurance

Pension

24 days holiday increasing increment

Health Cash Plan

Hybrid scheme after training

Free Parking

Job summary

North Oak Recruitment Limited client is recruiting a Client Manager (wealth Management Administrator) in Leicestershire. You will be the in-house owner and main contact for a portfolio of clients, delivering accurate administration and supporting the Investment Manager and Financial Planner.

Salary £28,000 - £33,000 depending on experience, plus benefits such as parking and a hybrid working option after the initial training and induction.

Qualifications

• Minimum 2 years experience in financial services administration.
• Educated to A level standard (or equivalent).
• Desirable: Degree and/or CII qualification(s).

Responsibilities

• Be the in-house owner and main contact for a portfolio of clients.
• Maintain accurate client records across systems (Intelliflo, etc.).
• Prepare meeting packs and issue notes/action points.
• Coordinate with Financial Planners, Paraplanners and providers.
• Process transfers, contributions, withdrawals and investment changes.
• Invoice clients and process fees.
• Provide admin support to Investment Manager and Financial Planner.

Skills

Pensions & investments

Client communication

Record keeping

Data Protection

Time management

Education

A level or equivalent

Degree (desirable)

CII qualifications (desirable)

Tools

Intelliflo

Virtual Cabinet

Moneyinfo

Pershing

Quilter

Aviva

Adobe

Microsoft 365

Job description

North Oak Recruitment Limited client is recruiting a Client Manager (wealth Management Administrator) in Leicestershire. You will be the in-house owner and main contact for a portfolio of clients, delivering accurate administration and supporting the Investment Manager and Financial Planner.

Salary £28,000 - £33,000 depending on experience, plus benefits such as parking and a hybrid working option after the initial training and induction.