IFA Client Relationship Manager / Administrator Wealth

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.
• Career Development: Take advantage of structured training and mentorship to progress into a Paraplanner role, with the long-term potential to qualify as a Financial Advisor.

What We're Looking For

• 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.
• Qualifications: While no specific qualifications are required to start, we will support you in achieving industry-recognised certifications as you progress.

Why Join?

• 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.
• Benefits: Competitive salary and a collaborative, inclusive workplace culture.

Ready to Take the Next Step?

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!