Client Manager

Client Manager - Wealth Management Leicester (Hybrid) £28,000-£33,000 + Bonus Location: Enderby, Leicester (free parking, hybrid working after initial training) Salary: £28,000-£33,000 depending on qualifications and experience, plus discretionary bonus Type: Full-time, permanent Own your own client portfolio at one of the UK''s best firms to work for This is a Client Manager role with a difference. Rather than sitting in a processing queue, you''ll be the named internal owner of your own portfolio of high-net-worth clients - the person they call, the person who knows their situation, and the person who makes things happen behind the scenes for the Financial Planners and Investment Managers you support.Our client is a Chartered pensions and investment firm, established for over 40 years, looking after more than £1.1bn of client assets from a single Leicestershire office. In 2026 they were named one of the best financial advice firms to work for - for the fourth time - an award based partly on anonymous employee feedback. Progression is genuinely supported, including the potential for future equity ownership for the right people over time. What you''ll be doing Acting as the key internal point of contact for your own portfolio of individual, corporate, trust and charity clientsPreparing, collating and issuing meeting packs for annual reviews, including performance analysis and recommendations prepared with the Paraplanning and Investment teamsProcessing transfers, ..... full job details .....