Wealth Management Client Lead (Hybrid)

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

Benefits offered by this job

Discretionary Bonus

Life assurance

Pension

Health Cash Plan

Free Parking

Hybrid scheme

24 days holiday

Job summary

North Oak Recruitment Limited represents a well-established wealth management firm in Leicestershire seeking a Client Manager (wealth Management Administrator) to act as the in-house contact for a portfolio of clients. You will manage administration, maintain records, and support the Investment Manager and Financial Planner.

With at least 2 years in financial services administration, you will handle pensions, investments, client communications, and regulatory paperwork across platforms such as

Qualifications

• Essential: 2 years’ experience in financial services administration.
• Essential: Good technical knowledge of pensions and investments and their use in Financial Planning.
• Essential: Ability to communicate effectively with clients, providers, accountants and other professionals.
• Essential: Knowledge of Data Protection legislation.
• Essential: Ability to work within level of authority and to refer work when appropriate.
• Essential: Demonstrate good time management skills.
• Desirable: Degree in a relevant specialty.
• Desirable: CII Award/Certificate/Diploma units or willingness to obtain them.
• Desirable: 5 years’ experience in a financial services administration role.

Responsibilities

• Be the internal point of contact for a portfolio of clients, responding to queries and handling day-to-day portfolio administration.
• Take ownership of each client by understanding needs, producing documentation, meeting deadlines, and using Intelliflo CRM tasks.
• Produce, collate and issue meeting packs for annual reviews and record meeting notes.
• Coordinate actions and communicate with clients, Financial Planners, Paraplanners and third-party providers.
• Provide administrative support to the Financial Planner Team.
• Maintain accurate client records across platforms such as Intelliflo, Virtual Cabinet, Moneyinfo and Pershing.
• Prepare meeting packs with performance analysis and recommendations from the Paraplanning Team and Investment Manager.

Skills

Pensions knowledge

Investment knowledge

Client communication

Data protection

Time management

Education

A level standard

Degree (desirable)

CII qualifications (desirable)

Tools

Intelliflo

Virtual Cabinet

Moneyinfo

Pershing

Quilter

Aviva

Adobe

Microsoft 365

Job description

North Oak Recruitment Limited represents a well-established wealth management firm in Leicestershire seeking a Client Manager (wealth Management Administrator) to act as the in-house contact for a portfolio of clients. You will manage administration, maintain records, and support the Investment Manager and Financial Planner.

With at least 2 years in financial services administration, you will handle pensions, investments, client communications, and regulatory paperwork across platforms such as