Client Manager - Wealth Management

Client Manager (wealth Management Administrator)
Leicestershire (our )
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 documentation, adhering to deadlines, and using task management within our CRM, Intelliflo.
 
* Produce, collate, and issue meeting packs for annual review meetings.
 
* Issue client meeting notes, coordinate and undertake action points.
 
* Communicate with clients by effectively liaising with Financial Planners, Paraplanners, internal pension teams (SIPP and SSAS) and third-party providers via telephone, email and secure portal.
 
* Provide administrative support to the Financial Planner Team.
Day to Day Portfolio Management
 
* Create, maintain and take ownership of accurate client records across internal and external systems, including but not limited to Intelliflo, Virtual Cabinet, Moneyinfo, Yardstick and third-party platforms, including Pershing, Quilter and Aviva.
 
* Liaise with internal pension teams (SIPP and SSAS) to ensure all other internal records are accurately maintained.
 
* Prepare and coordinate meeting packs for client meetings, including performance analysis of underlying plans, together with recommendations for change advised by the Paraplanning Team, Investment Manager and/or Financial Planner, where appropriate.
 
* Administer recommendations in accordance with our advice and the client’s approval, including processing transfers, contributions, withdrawals and investment changes within pension and investment products in a timely fashion, using task management within our CRM, Intelliflo.
 
* Communicate with clients securely and promptly via telephone, email, letter and Moneyinfo, as well as with fellow professionals, e.g. accountants and solicitors.
 
* Invoice clients and process fees
 
* Produce bespoke documents and calculations as and when needed or requested.
 
* Maintain awareness of global investment markets and how these may impact the investment decisions made by the Investment Committee and the recommended funds/portfolios we propose.
 
* Provide information to and liaise with platforms and providers.
Person Specification - Qualifications & Experience
Essential
Educated to A level standard (or equivalent) as a minimum.
A minimum of 2 years’ experience in a financial services administration role.
Desirable
Degree in a relevant specialty.
To hold CII Award/Certificate/Diploma units or equivalent, or to be willing to…