img
Permanent

Client Manager - Wealth Management

Leicester
money-bag 28000.00-28000.00 Annual
3191327128
Posted 3 weeks ago

Client Manager (wealth Management Administrator) Leicestershire (our ref AL1429) Salary £28,000 - £33,000 dep on exp + benefits inc parking and hybrid option after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser s Best Financial Advisers to Work for award for the fourth time. They now have an exciting new opportunity for an experienced financial services administrator (with 2 year s +) to join their team as a Client Manager. Please note, a minimum of 2 years experience within financial services administration is required. Role Overview To be the in-house owner and internal point of contact for a portfolio of clients, providing a quality administration service for individuals, companies, trusts and charities. The role is responsible for maintaining accurate client and internal system records that meet the requirements of the firm and the regulator, while providing technical and administrative support to the Investment Manager and Financial Planner. Main Tasks Be the key internal point of contact for a portfolio of clients, responding to client queries and completing day-to-day portfolio administration. Take ownership of each client within the allocated portfolio by understanding their needs, producing relevant ..... full job details .....

Other jobs of interest...

Blusource Professional Services Ltd
EnderbyYesterday
money-bag44999.00-44999.00 Annual
Blusource Professional Services Ltd
Leicester2 days ago
money-bag£40,000
Blusource Professional Services Ltd
Glen Parva2 weeks ago
money-bag32000.00-32000.00 Annual
Blusource Professional Services Ltd
Glen Parva3 weeks ago
money-bag£32000 - £52000/annum
North Oak Recruitment
Leicester3 weeks ago
money-bag£28000 - £33000/annum plus excellent benefits
Autograph Specialist Recruitment
BristolYesterday
money-bag£30000 - £40000/annum
Autograph Specialist Recruitment
ChippenhamYesterday
money-bagNegotiable
Accountable Recruitment
St. HelensYesterday
money-bag50000.00-50000.00 Annual
Dolphin Stone Consultancy Ltd
GlasgowYesterday
money-bag10000-500000 Annual
Leaders In Care Recruitment Ltd
BournemouthYesterday
money-bag30000.00-30000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!