Client Relationship Manager - North

About the Role

Level: 3 | Department:
Investment Management |

Location:

Chester (Hybrid) |

Contract:

Permanent

• Supervise and coordinate the Client Relationship and Client Liaison team to deliver high‑quality client services.
• Manage work allocation, workloads, deadlines, and service standards for support staff.
• Oversee new business processing, implementation, and planned review activity within regulatory timescales.
• Ensure the pipeline of new business is monitored and expedited.
• Provide administrative cover when necessary.
• Maintain and update client records and administrative support services.
• Support process improvements and best practice across the client relationship function.
• Generate relevant reporting and take action on new business processing, production and serving data.
• Monitor and interrogate department production metrics.

• Ensure compliance with legislation, rules, codes of conduct and internal policies.
• Manage team budget, resourcing and authorise expenditure.
• Deliver appropriate training, coaching, supervision and performance management.
• Promote a diverse workforce, treat employees fairly and support employee welfare.
• Safeguard confidentiality and data protection for all team members.
• Ensure compliance with health and safety policies.
• Regular travel to maintain connectivity with teams across the country.

• Prior experience in a financial adviser firm and financial services administration.
• Proven team management and mentoring with strong people management and coaching skills.
• Knowledge of advice administration systems and processes (e.g., Voyant, Xplan).
• Excellent understanding of products and services used to meet adviser and client needs.
• Knowledge of provider requirements and systems needs.
• Full understanding of internal compliance requirements and ability to maintain team compliance.
• Strong problem‑solving and attention to detail, with focus on quality delivery.

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme:
  All employees eligible to participate.
• Pension Scheme:
  Non‑contributory company pension scheme, can be boosted through personal contributions.
• Private Medical Insurance:
  Single cover as standard with optional additional cover.
• Life Assurance: 4× salary.
• Income Protection: 75% of salary after 26 weeks of absence.

We are committed to treating all our job applicants fairly and with respect. We welcome applicants from all backgrounds and with diverse beliefs, cultures, gender identities, ethnicities, sexual orientations, and abilities.