Client Relationship Manager / IFA Administrator

Financial Services Administration

Reference ID



Financial Services Administration


to £24,000 per annum plus benefits

Contact Person

Angela Liscombe

Job description

Client Relationship Manager / Wealth Management Administrator

Leicestershire (our Ref AL906)

Salary £21,000 - £24,000 + benefits


Our client is a very well established and expanding IFA organisation, dealing with both private and corporate clients.  They now have an exciting opportunity for an individual to join their team and this role would particularly suit an individual who wishes to develop their career towards either paraplanning or a financial advisory position.


The role


·        Providing administrative support to independent financial advisers

·        Issuing illustrations

·        Liaising with the advisors and clients and becoming their first point of contact

·        Arranging all regular client reviews with the client, on behalf of the adviser

·        Ensuring all new business is processed accurately and compliantly

·        Chasing new business through to completion

·        Liaising with the administration teams to ensure all work is carried out effectively


The Person


·        Previous experience within an IFA organisation

·        Organised and able to work to deadlines

·        IT literate, experience of Platforms and Intelligent Office would be a distinct advantage

·        Ability to interact with clients confidently

·        Part CII qualified preferred


The Offering


·        Competitive basic salary, plus benefits including 25 days holiday, pension and DIS

·        Professional office environment

·        Good prospects in terms of support to take further CII qualifications and either work towards becoming a diploma qualified Adviser or a Paraplanner


If this role is of interest please either contact Angela Liscombe at North Oak Recruitment or apply with an up to date CV. 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 us. Our full Privacy Notice can be found on our website.

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