https://jobs.co.uk/job/client-manager-mbf--d5cede6a-5566-4d51-9857-1a08193c6568 RSS feed for Client Manager at mbf.. en-gb Wed, 09 Sep 2026 19:14:53 GMT https://jobs.co.uk/job/client-manager-mbf--d5cede6a-5566-4d51-9857-1a08193c6568 https://jobs.co.uk/job/client-manager-mbf--d5cede6a-5566-4d51-9857-1a08193c6568 Wed, 09 Sep 2026 11:53:59 GMT Location: Bishop''s Stortford | Salary: 35000.00-35000.00 Annual | Type: Permanent | We are seeking an experienced Client Manager or Client Relationship Manager to join a growing advice team, primarily based in Stansted. You will support a highly experienced Chartered Adviser, playing a central role in delivering a seamless and well-organised client experience. The Role You will act as the key point of contact for clients, ensuring a smooth journey from onboarding through to ongoing financial planning and investment administration. Key responsibilities include: Managing day-to-day client relationships and providing proactive support Coordinating client meetings, reviews, and follow-up actions Preparing accurate pre- and post-meeting documentation Overseeing workflow, ensuring all planning, compliance, and administrative tasks are completed efficiently Maintaining high-quality, compliant client records and documentation Liaising with providers, platforms, and professional third parties Supporting investment administration including contributions, withdrawals, and transfers Working closely with Advisers, Paraplanners, and wider support teams You will play a pivotal role in ensuring clients feel informed, supported, and confident throughout their financial journey.... Permanent