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Client Manager / Wealth Management - London, United Kingdom,


Client Manager/Wealth Management


Salary: £35 - 40k

An exciting opportunity has arisen with a boutique Wealth Management Firm in the City. They are a small Company however highly regarded in the market and have been around for a very long time. They offer full holistic advice across pensions, investments, protection, EIS and VCT's.

They are looking for Client Manager to play a pivotal role for the Adviser and support them with following duties.


  • 1st point of Contact for clients via telephone, email or letter
  • Dealing with all day to day administration
  • Preparing annual review files
  • Preparing a review meeting packs
  • Preparing New Business files - research, illustrations etc
  • Main checker of Annual Review + New Business submissions for accuracy and compliance
  • Scanning submitted files to company standard
  • Dealing with ongoing tasks
  • Writing SR's and CSR's (Continued Suitability Reports) from templates
  • Completing sanctions searches
  • Completing New Business and Annual Review submission forms
  • LOA's

Qualifications and Skills

  • Prior financial services experience within an IFA environment is essential
  • Preferred at least one RO exam completed and plans to complete Level 4 exams but not essential
  • Ability to work on own initiative and taking ownership of workload
  • Strong administrative and data management skills

Company is based in lovely offices, look after their staff well and have a mature approach to clients and employees alike.

Please do send your CV to Ursula Sloan at Financial Divisions