Client Relationship Manager

Financial Services Administration

Reference ID



Financial Services Administration


to £30,000 inc benefits and bonus

Contact Person

Angela Liscombe

Job description

Client Relationship Manager  (Ref AL933)

South Leicestershire

Salary £23,000 to c£30,000 + benefits and bonus


My client is a forward thinking IFA based in Leicestershire and they are looking to appoint a Client Relationship Manager to join an existing team.


This is a key administrative role within the company which also involves developing and nurturing long lasting client relationships.


Day to day, your role will involve carrying out all pre and post meeting administration, for both corporate and private clients.  This will involve adhering to strict company and FCA guidelines, and working to tight deadlines.  You will also have the opportunity to be involved in client meetings, and so in addition to your time management skills, systematic and forward thinking approach, you will be professional, confident and credible.


Knowledge Required


A background within wealth management, ideally in an IFA environment

Part or fully industry qualified

A good understanding of life, investment and pension products for both Corporate and Private clients

Working knowledge of Industry IT systems

Report writing skills

Experience of fund switching

Knowledge of Compliance requirements


Personal Attributes


Self motivated

Ability to work within a pressured environment and to tight deadlines

Keen to self develop

Able to work within a team



This is a fantastic opportunity for an individual who has a good solid grounding within the financial services industry and who would like to take their career to the next level.  If you would like to apply then please send an up to date CV or call Angela Liscombe at North Oak Recruitment for a confidential discussion.  

We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing  Full Privacy Notice can be found on our website

 I have read and accept the  Website terms of use and Privacy Policy and consent to receiving information from North Oak Recruitment Limited.