Wealth Management Client Manager | Hybrid Role

North Oak Recruitment Limited; Leicester Forest East; 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 Scheme

Free Parking

Hybrid scheme after training

Job summary

North Oak Recruitment Limited seeks an experienced Client Manager (wealth management administrator) to own a portfolio of clients and deliver high-quality administration support from our Leicestershire offices. You will act as the internal contact, ensuring accurate records and timely processing of transfers, contributions, and investment changes.

The role requires a minimum of 2 years in financial services administration, strong pensions/investment knowledge, and excellent client communication.

Qualifications

• Minimum 2 years experience in a financial services administration role.
• Good knowledge of pensions and investments and their use in Financial Planning.
• Ability to communicate effectively with clients and professionals.
• Experience maintaining accurate client records and using CRM systems.

Responsibilities

• Be the internal point of contact for a portfolio of clients and manage day-to-day administration.
• Produce meeting packs and notes for client meetings and annual reviews.
• Coordinate with Financial Planners, Paraplanners, and pension teams to ensure records are up to date.
• Process transfers, contributions, withdrawals, and investment changes.
• Liaise with clients securely via telephone, email, and secure portals.

Skills

Client communication

Record keeping

Effective time management

Regulatory compliance awareness

Education

A level standard

Tools

Intelliflo

Moneyinfo

Pershing

Quilter

Aviva

Microsoft 365

Job description

North Oak Recruitment Limited seeks an experienced Client Manager (wealth management administrator) to own a portfolio of clients and deliver high-quality administration support from our Leicestershire offices. You will act as the internal contact, ensuring accurate records and timely processing of transfers, contributions, and investment changes.

The role requires a minimum of 2 years in financial services administration, strong pensions/investment knowledge, and excellent client communication.