Client Relationship Manager
A well-established and highly regarded Independent Financial Planning practice is seeking an experienced Client Relationship Manager to join its growing team in Cirencester.
This is an excellent opportunity for a confident and proactive administrator with a strong background in the IFA / wealth management industry who thrives in a client-focused environment and takes pride in delivering exceptional service.
The successful candidate will play a pivotal role in supporting Financial Advisers, maintaining strong client relationships, and ensuring new and existing business is processed efficiently, accurately, and compliantly.
Saaalry up to £33,000 & hybrid working 3 days in the office and 2 from home.
Role Objective
To provide high-quality administrative and client servicing support to Financial Advisers, ensuring a smooth and professional client journey at every stage.
Key Responsibilities
Client Servicing
- Act as a friendly and professional first point of contact for clients and enquiries (phone, email, and in person).
- Organise meetings for existing and prospective clients.
- Proactively manage Financial Advisers’ diaries and workload where required.
- Liaise with clients regarding administrative queries.
- Manage client expectations to ensure high levels of satisfaction.
- Diarise and action follow-ups resulting from client meetings.
New Business Processing
- Prepare comprehensive meeting packs, including new business documentation.
- Complete, submit, and follow up on applications in a timely and compliant manner.
- Check documentation for accuracy and completeness.
- Request required documentation from clients and issue policy documents.
- Obtain quotes and policy information for advisers.
- Ensure fund switches, rebalances, and trades are processed accurately within agreed timescales.
Client Reviews
- Organise client review meetings in line with the firm’s Review Process.
- Prepare client valuation reports and review documentation.
- Maintain client files in accordance with compliance requirements.
- Ensure follow-up correspondence is issued promptly.
- Implement agreed actions efficiently and accurately.
Additional Responsibilities
- Provide general administrative support including scanning, photocopying, letter writing, and related duties.
- Maintain accurate client records using Intelligent Office (back-office system).
- Upload file notes following client or company contact.
- Process surrender requests, death claims, and related servicing tasks.
- Provide holiday and sickness cover for colleagues.
- Escalate significant risk issues to the Operations Manager where appropriate.
- Contribute positively to team development and continuous improvement.
- Proactively enhance industry knowledge through internal and external learning.
Candidate Profile
- Have proven experience within an IFA / wealth management environment.
- Demonstrate strong knowledge of new business processing and client servicing.
- Be highly organised with exceptional attention to detail.
- Possess strong communication skills and a professional telephone manner.
- Be confident managing adviser diaries and prioritising workload.
- Have experience using back-office systems (Intelligent Office preferred).
- Show initiative, reliability, and a proactive mindset.