IFA Client Relationship Manager / Administrator Wealth
7 days ago
London
We are seeking a Client Relationship Manager / Administrator to join our clients’ independent financial advice firm. This role is ideal for someone who thrives in a client-focused environment and is eager to develop a long-term career in financial services. You will play a pivotal role in onboarding new clients, providing exceptional client support, and assisting Financial Advisors with administrative tasks. This is not just an administrative role—it’s a stepping stone to becoming a Paraplanner and, ultimately, a Financial Advisor. If you are ambitious, detail-oriented, and passionate about building strong client relationships, this opportunity offers the training, mentorship, and career progression to help you achieve your professional goals. Key Responsibilities • Client Onboarding: Manage the seamless onboarding of new clients, ensuring all documentation is completed accurately and efficiently., • Client Support: Act as the first point of contact for client queries, providing professional and timely responses to enhance client satisfaction., • Advisor Support: Assist Financial Advisors with administrative tasks, including preparing client reports, maintaining records, and coordinating meetings., • Compliance & Accuracy: Ensure all client files and records are maintained in compliance with regulatory standards., • Experience: Previous experience in financial services, client support, or administration., • Skills: Strong organisational skills, attention to detail, and the ability to manage multiple tasks efficiently., • Communication: Excellent verbal and written communication skills, with a focus on delivering outstanding client service., • Mindset: A proactive, can-do attitude with a willingness to learn and grow within the financial advice sector., • Career Progression: A clear pathway to develop from Client Relationship Manager to Paraplanner and ultimately Financial Advisor, with full support and training provided., • Supportive Environment: Work alongside experienced professionals who are committed to your growth and success., • Client Impact: Play a key role in helping clients achieve their financial goals, making a real difference in their lives. If you’re looking for a role that offers meaningful work, career development, and the opportunity to grow within a respected independent financial advice firm, we’d love to hear from you. Apply today and start your journey toward a rewarding career in financial advice!