Wealth Management Client Relations Administrator

North Oak Recruitment; Leicester; Hybrid; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Group Pension

Life Assurance

Income Protection

Health Cash Plan

Flexible voluntary benefits

Job summary

North Oak Recruitment is recruiting for a Client Relationship Manager (Financial Services Administrator) in Leicester, office-based with hybrid potential after qualification. Salary to c£27,000 pa + benefits.

Join a Wealth Management Company and manage a portfolio alongside a Wealth Management Consultant. You will support meetings, prepare materials, handle communications, and liaise with providers to ensure high-quality client service.

Qualifications

• 2+ years of experience in a similar role.
• Understanding of financial services including investments, pensions and estate planning.
• Excellent customer service and attention to detail.
• Proactive in managing client affairs promptly and efficiently.
• Clear written and verbal communication skills.
• Organised and able to prioritise workload in a fast-paced environment.

Responsibilities

• Support consultants to meet clients' needs.
• Prepare work for client meetings.
• Attend meetings and take notes (onsite/offsite).
• Coordinate actions from meetings and complete required tasks.
• Communicate with clients via phone and email.
• Research and collate information related to advice given.
• Liaise with external providers on client queries.
• Request illustrations for new and existing business.
• Process new business per compliant procedures.
• Update client records and electronic folders.
• Use cashflow modelling software to aid wealth management.

Skills

Client relationship management

Financial services knowledge

Pensions knowledge

Estate planning knowledge

Wealth management software

Tools

Cashflow modelling software

Job description

North Oak Recruitment is recruiting for a Client Relationship Manager (Financial Services Administrator) in Leicester, office-based with hybrid potential after qualification. Salary to c£27,000 pa + benefits.

Join a Wealth Management Company and manage a portfolio alongside a Wealth Management Consultant. You will support meetings, prepare materials, handle communications, and liaise with providers to ensure high-quality client service.