Wealth Management Client Services Advisor

The JobsBoard; Bury; On-site; GBP 26,000 - 34,000; Full time

Job summary

The JobsBoard is seeking a diligent Client Services Consultant (IFA) in Bury to support a leading wealth management firm. You will focus on delivering outstanding client service and assisting Financial Advisers in providing a seamless client experience.

Working with Advisers, Paraplanners and the wider team, you will manage client relationships, coordinate onboarding, and handle day-to-day operations, ensuring accurate records and timely responses to client inquiries.

Qualifications

• Experience in client services, administration or client support within financial services or wealth management.
• Excellent communication and organisational skills.
• Strong attention to detail and the ability to manage multiple priorities.
• A professional, proactive and client-focused approach.
• Good IT skills and experience using Microsoft Office.

Responsibilities

• Act as a key point of contact for clients, handling enquiries professionally and efficiently.
• Support Financial Advisers with client administration and ongoing relationship management.
• Coordinate client onboarding, including documentation and updates to client records.
• Prepare client correspondence, reports and meeting packs.
• Liaise with providers and third parties to process requests and resolve queries.
• Assist with new business applications, transfers, payments and other client transactions.
• Maintain accurate client records and ensure compliance with internal procedures and regulatory requirements.
• Monitor outstanding tasks and ensure deadlines are met.

Skills

Client services

Administration

Client support

Communication

Microsoft Office

Time management

Team player

Tools

Microsoft Office

Job description

The JobsBoard is seeking a diligent Client Services Consultant (IFA) in Bury to support a leading wealth management firm. You will focus on delivering outstanding client service and assisting Financial Advisers in providing a seamless client experience.

Working with Advisers, Paraplanners and the wider team, you will manage client relationships, coordinate onboarding, and handle day-to-day operations, ensuring accurate records and timely responses to client inquiries.