Client Manager - Wealth Management

Client ManagerLeicestershire (our ref AL1422)Salary £28,000 - £33,000 dep on exp + benefits inc parking and hybrid option after initial training and inductionMy 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 OverviewTo 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 TasksBe 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 ..... full job details .....