Average Client Advisor salary in the UK

Our client, a highly regarded wealth management firm, is seeking a Wealth Manager to join its established Nottingham office. This is an excellent opportunity to inherit momentum within a successful team that is approaching client capacity. With a healthy pipeline of client opportunities, there is significant potential to develop relationships from day one rather than starting from scratch. The office also has a clear focus on long-term succession planning, making this an ideal opportunity for an ambitious investment professional looking to build a sustainable, long-term career within a prestigious organisation. Working with HNW and UHNW individuals, you will deliver bespoke wealth management advice while developing long-lasting client relationships and contributing to the continued growth of the business. The RoleAs a Wealth Manager, you'll be responsible for managing and growing a portfolio of private clients, providing holistic wealth management solutions tailored to their individual needs and objectives. You'll work collaboratively with specialists across investments, financial planning and lending to deliver an exceptional client experience while identifying opportunities to grow both client relationships and assets under management. Key ResponsibilitiesBuild and maintain trusted relationships with HNW and UHNW clientsUnderstand clients' financial goals, risk appetite and personal circumstances to provide tailored adviceConduct regular client reviews and ensure portfolios remain aligned with clients' objectivesDevelop new business through referrals, professional networks and introducer relationshipsGrow assets under management and contribute to the wider commercial success of the officeWork alongside investment, lending and planning specialists to deliver integrated wealth management solutionsDeliver an exceptional level of client service through proactive communication and ongoing relationship managementEnsure all advice and client activity complies with FCA regulations and internal governance standardsMaintain accurate client records and complete all suitability and regulatory documentationAbout YouWe're looking for an Investment Manager or Wealth Manager/Private Banker with a genuine passion for delivering exceptional client outcomes. You'll ideally have:Experience within private banking, wealth management or financial adviceA strong track record of managing relationships with affluent, HNW or UHNW clientsExcellent relationship-building and communication skillsCommercial awareness and the ability to identify opportunities for business growthA sound understanding of investment solutions and wider wealth management servicesAchieved either the CISI level 6 PCIAM or level 7 CWM qualificationsWhat's on OfferThe opportunity to join a respected and growing private wealth businessAccess to an established office with strong referral opportunities and significant capacity for new client relationshipsA long-term career opportunity supported by succession planning within the Nottingham teamCollaborative working alongside experienced wealth management specialistsCompetitive salary, performance-related bonus and comprehensive benefits packageA supportive culture that encourages professional development and career progressionReach out to Tom Roberts for more information - Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

If you are an experienced Commercial Account Handler who enjoys the technical and client servicing side of broking, but you want broader exposure to larger and more complex risks, this could be a strong next move.We are recruiting for a Client Advisor to join a growing mid-market team in Reading, supporting a portfolio of established commercial and corporate clients. You will work closely with Client Executives and senior colleagues, taking responsibility for the day-to-day servicing of clients while becoming increasingly involved in renewal strategy, insurer negotiations and the wider management of their insurance programmes.The opportunityThis is well suited to someone who has built a solid grounding in commercial insurance and now wants to develop within a more sophisticated mid-market environment. You will have access to experienced colleagues and specialist expertise, while still having the autonomy to build strong relationships with clients and insurers in your own right.The team is continuing to develop, so there is also genuine scope to contribute ideas and help shape how clients are serviced rather than simply inheriting a rigid way of working.What the role looks likeYou will support a portfolio of mid-market and corporate clients across a range of commercial insurance classes, working alongside Client Executives to make sure renewals, adjustments and ongoing client requirements are handled properly and efficiently.Your responsibilities will include:Managing the day-to-day servicing of commercial and mid-market client accounts.Building relationships with clients and becoming a trusted point of contact throughout the policy year.Supporting the development and delivery of renewal and placement strategies.Preparing renewal information and presentations for clients and insurers.Working with insurers to obtain and negotiate suitable terms.Handling mid-term adjustments, queries and other ongoing servicing requirements.Coordinating with Client Executives, insurers and internal specialists to deliver the right outcome for each client.Maintaining accurate records and ensuring work is completed in line with regulatory and internal requirements.Who this could suitYou are likely to be working as a Commercial Account Handler, Client Advisor, Corporate Account Handler or in a similar broking role and will already have experience dealing with a varied commercial client base.You should have a good understanding of commercial insurance products and be comfortable discussing risks with clients and insurers. Previous mid-market or corporate experience would be useful, although someone from a strong general commercial background who is ready to step up in complexity would also be considered.Cert CII or progress towards further CII qualifications would be beneficial, but practical commercial broking experience and the ability to build credible relationships will carry more weight.The businessYou will be joining a large and well-established insurance broking group with considerable market reach and access to specialist expertise across a broad range of commercial risks.Despite its scale, the culture is built around giving people responsibility for their work and encouraging them to develop their careers rather than restricting them to a narrow job description. There is a strong emphasis on professional development, collaboration and giving experienced insurance professionals the platform to progress.Package and working patternThe salary is up to £40,000 depending on experience, alongside a wider benefits package and support towards professional insurance qualifications.The role is based in Reading with a hybrid working arrangement requiring three days per week in the office.The next stepIf you have commercial Account Handling experience and are considering a move into a broader mid-market environment, it is worth having a conversation even if you are not actively looking.I can talk you through the team, the type of clients you would be working with and what the opportunity could offer your career before you decide whether you want to take it any further.

Recruit4staff are representing a well-established Environmental Services business in their search for a Client Service Advisor to work in WrexhamJob Details:Pay: £27,000 per annum (negotiable DOE)Hours of Work: Monday to Friday, 8:30am - 5:00pmDuration: PermanentBenefits: Free parking, standard pension, 20 days holiday plus bank holidays (increasing with length of service)Job Role: As a Client Service Advisor, you will be responsible for delivering excellent customer service while managing client enquiries, escalations and contract discussions. The Client Service Advisor will handle incoming and outgoing telephone calls and emails, resolve issues efficiently, renegotiate contracts where required, maintain accurate system records and ensure customers receive a professional service at all times.Essential Skills, Experience, or Qualifications:Previous experience working within an office environmentProven success in a customer-facing or client-facing roleExperience handling escalations and complaintsStrong communication and problem-solving abilitiesAbility to update and maintain CRM or internal systems accuratelyThe successful Client Service Advisor will be confident dealing with customers and managing challenging situations professionallyAdvantageous Skills, Experience, or QualificationsPrevious experience dealing with customer cancellationsBackground in customer retention or account managementExperience within a service-based environmentAn experienced Client Service Advisor with retention-focused experience would be highly desirableCommutable From: Wrexham, Chester, Denbighshire, ShropshireSimilar Job Titles: Retention Specialist, Retention Advisor, Account Executive, Internal Account Manager, Cancellations Specialist, Customer Service Advisor, Customer Success Advisor, Customer Service Representative, Escalations Advisor, Customer Relations Advisor, Complaints HandlerFor further information about this Client Service Advisor position and other opportunities please apply now. This vacancy is being advertised on behalf of Recruit4staff who are operating as a recruitment agency, agent, agencies, employment agency or employment business. If you are an experienced Client Service Advisor looking for your next opportunity, we would like to hear from you.