Wealth Management Admin - 4 day week option
About the company
An established wealth management practice is seeking a proactive and highly organised Client Relationship Manager / Wealth Management Administrator to join its growing team.
The Opportunity This role would suit someone who enjoys building relationships, delivering exceptional client service and being a valued part of a close-knit team. It's an excellent opportunity to join a successful wealth management business where you'll play a key role in supporting both clients and advisers.
Your tasks
This is a varied role combining client relationship management, administration and adviser support. You'll be a key point of contact for clients, helping to deliver a first-class service while supporting advisers with the smooth running of day-to-day operations.
- Build and maintain strong relationships with clients.
- Handle client enquiries by phone and email.
- Coordinate review meetings and manage adviser diaries.
- Prepare client meeting documentation and follow-up correspondence.
- Process servicing requests, including withdrawals and top-ups.
- Liaise with providers and third parties to progress client requests.
- Maintain accurate client records and CRM systems.
- Support new client onboarding and ongoing administration.
- Track outstanding actions and ensure timely completion.
- Assist with client events, marketing initiatives and team projects.
- Ensure work is completed accurately and in line with regulatory requirements.
Requirements
- Strong administration and organisational skills.
- Excellent communication and client-facing abilities.
- High attention to detail and ability to manage multiple priorities.
- Proactive, professional and approachable.
- Confident using Microsoft Office and CRM systems.
- Previous experience within financial services, wealth management, financial planning or a professional services environment is desirable.
What we offer
What's on Offer?
- 4-day working week
- £25,000 - £30,000 salary
- Bonus scheme
- Private medical insurance
- Death in service benefit
- Support with training and professional development
- Friendly, supportive team environment
- A varied, client-focused role with genuine career development opportunities
Other
Client Relationship Manager / Wealth Management Administrator
*Location: Torquay, Devon Salary: £25,000 - £30,000 DOE Working Arrangement:** Ideally Office-Based
Working Pattern My client currently offer a 4-day working week, with working hours of 8:00am to 6:00pm and a one-hour lunch break. This arrangement was introduced following employee feedback, with the team favouring longer working days in exchange for a three-day weekend.
However, they are flexible and would also consider a traditional 5-day working week, with hours of 9:00am to 6:00pm, for the right candidate.
Part-time applications will also be considered, and they are happy to discuss flexible working arrangements to suit individual circumstances.