https://jobs.co.uk/job/client-manager-mbf--de7a8456-7f03-422c-b1a7-cbf8ae6816a1 RSS feed for Client Manager at mbf.. en-gb Sat, 13 Jun 2026 16:04:08 GMT https://jobs.co.uk/job/client-manager-mbf--de7a8456-7f03-422c-b1a7-cbf8ae6816a1 https://jobs.co.uk/job/client-manager-mbf--de7a8456-7f03-422c-b1a7-cbf8ae6816a1 Sat, 13 Jun 2026 11:51:54 GMT Location: Bishop''s Stortford | Salary: 30000.00-30000.00 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 RoleYou 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 supportCoordinating client meetings, reviews, and follow-up actionsPreparing accurate pre- and post-meeting documentationOverseeing workflow, ensuring all planning, compliance, and administrative tasks are completed efficientlyMaintaining high-quality, compliant client records and documentationLiaising with providers, platforms, and professional third partiesSupporting investment administration including contributions, withdrawals, and transfersWorking closely with Advisers, Paraplanners, and wider support teamsYou will play a pivotal role in ensuring clients feel informed, supported, and confident throughout their financial journey.About You2-3+ y... Permanent