Trainee IFA Administrator

Client Relationship Manager Wealth Management
Taunton
£25,000 - £30,000
Full-time, Permanent

About the Opportunity

We re recruiting on behalf of a leading Wealth Management firm seeking a Client Relationship Manager to join their Taunton team.

This is a fantastic opportunity to start your career in financial services, with genuine scope to progress into a Financial Adviser role after exam completion.

In this role, you ll be the main point of contact for clients, supporting Financial
Consultants and ensuring the smooth day-to-day management of client relations.

Key Responsibilities

• First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience.
• Case Management: Proactively manage client cases, supporting them throughout the application process.
• Compliance & Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations.
• Operational Support: Work with the Head of Client Relations to streamline office procedures and improve efficiency.
• Team Collaboration: Assist Financial Consultants with client-related administration and coordination.
• General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks.

What You ll Need to Succeed

• A desire to progress in a professional financial services environment.
• Excellent communication and interpersonal skills, with the ability to build trusted client relationships.
• Strong organisational abilities and the capacity to manage multiple tasks effectively.
• A proactive, solutions-focused mindset with a commitment to delivering outstanding service.
• Willingness to pursue industry qualifications and develop your expertise.

What s on Offer?
Career Development & Benefits:

• Annual bonus scheme.
• 30 days holiday plus bank holidays.
• Study support & funding to help you achieve industry qualifications.
• Pension scheme and sick pay.
• BUPA Employee Assistance Program and access to an onsite commercial gym.
• Birthday day off and regular company events.
• Opportunities to contribute to the firm s Charity Foundation.
• A positive, team-driven culture with clear career growth pathways.

Why Apply?

This is an exciting opportunity to join a reputable wealth management firm known for its collaborative culture, career development opportunities, and client-first approach.