Wealth Management Account Manager (IFA) - Client Lead

The JobsBoard; Bury; On-site; GBP 36,000 - 52,000; Full time

Job summary

The JobsBoard in the United Kingdom is seeking an experienced Account Manager (IFA) in Bury to nurture wealth-management client relationships and coordinate service delivery with advisers and paraplanners.

You will own client communications, oversee account administration, review meetings, and work with providers to resolve queries; the role demands a proactive, client-focused approach and solid regulatory awareness. A strong track record in financial services is advantageous.

Qualifications

• Experience in account management or client services within wealth management or financial services.
• Strong communication and relationship-building skills.
• Excellent organisational skills with attention to detail.
• Ability to manage multiple client relationships and priorities.

Responsibilities

• Manage and develop relationships with an established portfolio of wealth management clients.
• Act as a key point of contact, responding to client enquiries and ensuring a high standard of service.
• Proactively engage with clients to understand their needs and identify opportunities to strengthen relationships.
• Coordinate client reviews, meetings and follow-up actions alongside Financial Advisers.
• Oversee account administration, ensuring client records and documentation remain accurate and up to date.
• Liaise with providers, investment platforms and third parties to resolve queries and progress client requests.
• Monitor account activity, outstanding actions and deadlines to ensure a smooth client experience.
• Work collaboratively with internal teams to ensure client requirements are met efficiently.
• Identify opportunities to improve processes, enhance client satisfaction and support client retention.
• Ensure all activities adhere to internal procedures, compliance standards and regulatory requirements.

Skills

Client relationship management

Communication skills

Organisational skills

Attention to detail

Proactive and commercially aware

IT skills (MS Office, CRM)

Job description

The JobsBoard in the United Kingdom is seeking an experienced Account Manager (IFA) in Bury to nurture wealth-management client relationships and coordinate service delivery with advisers and paraplanners.

You will own client communications, oversee account administration, review meetings, and work with providers to resolve queries; the role demands a proactive, client-focused approach and solid regulatory awareness. A strong track record in financial services is advantageous.