Client Services Manager

Job Description Client Relationship Manager / IFA Administrator Location: Wellington, SomersetSalary: 30,000 - 33,000 DOE Job Type: Full-timeIndustry: Financial Planning / Wealth ManagementWe are working with a reputable and growing financial planning firm that is looking to appoint a Client Relationship Manager to support their Independent Financial Advisers and deliver exceptional client service. This is an excellent opportunity for an organised, detail-driven administrator who enjoys working directly with clients and being an integral part of the advice process.This role focuses heavily on client servicing, new business processing, and maintaining the smooth running of adviser workloads. Youll be joining a friendly, professional team and play a key role in ensuring clients receive outstanding service throughout their journey.Key ResponsibilitiesClient ServicingAct as a professional, friendly first point of contact for clients via phone, email and face-to-faceManage adviser diaries and arrange meetings with new and existing clientsHandle general client queries and keep clients updated throughout processesEnsure all client actions from adviser meetings are diarised, tracked and completedNew Business & AdministrationPrepare meeting packs and documentation for advisersComplete, submit and track new business applications, ensuring timely and compliant processingCheck all documentation for accuracy and completenessRequest policy information, quotes and additional documentation from clients and providersProcess fund switches, rebalances and other trades within agreed timescalesClient Review ProcessArrange review meetings and prepare valuation and review reportsMaintain client files in line with compliance requirementsProduce follow-up letters and ensure all agreed actions are carried outGeneral CRM DutiesMaintain and update client records on the back-office system (Intelligent Office)Upload meeting notes and correspondence accuratelyAssist with surrender requests, death claims and policy amendmentsProvide holiday and absence cover for colleaguesSupport the ongoing development of processes and contribute positively to team cultureActively develop industry knowledge through internal training and external resourcesGeneral admin tasks including scanning, letter writing, photocopying, etc.Person RequirementsStrong administrative background, ideally within financial services or wealth managementExcellent communication skills, both written and verbalHighly organised with the ability to prioritise and manage multiple tasksStrong attention to detail and a proactive approach to problem-solvingConfident working closely with advisers and engaging with clientsExperience with Intelligent Office (IO) is an advantage but not essentialProfessional, reliable, and a genuine team playerWhats on Offer30,000 - 33,000 DOE One of the best enhanced benefits package in the market. (PMI, DIS, enhanced maternity/paternity leave, enhanced sick pay, 33 days holiday + BH, and much more) Supportive working environment within an established financial planning teamClear opportunities to develop your knowledge and responsibilitiesFull training provided, including an initial training period in the Wellington officeIf you are a motivated administrator with a passion for client service and want to build your career within a professional financial services environment, wed love to hear from you.Apply now to be considered.

Created: 2026-04-12