IFA Client Manager

Posted 9 January by Cameron James

A highly successful firm of Wealth Planners and Financial Advisors based in Surrey require a Client Manager.

Must have G60 or AF3 and be extremely knowledgeable with Technical reports and research. The role may suit a skilled Paraplanner or Financial Advisor.

The Client Manager role is not a sales role, it is a technical advisory position that allows the CM to accrue clients over time.

The ideal candidate

  • High attention to detail & accuracy
  • Confident in preparing and explaining numbers
  • Ability and desire to listen and learn
  • Smartly turned out, professional and ethical
  • Ability to manage time and organise effectively
  • Ability to work on own initiative, and as part of a team
  • IT Literate, competent and comfortable with MS Word and Excel
  • Excellent people, interpersonal and listening skills
  • Report writing skills, with ability to explain financial terminology in plain English
  • …and again... High attention to detail & accuracy


The daily role of a Client Manager

  • Ownership of the client file, from the Client Service Agreement, to VoI documents to reports and evidence of research
  • Ensuring client records are fully recorded and accurate, across Adviser Office, server records, Voyant and the client portal
  • Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings
  • Completing relevant research and analysis of client future and existing arrangements, with continual reporting of relevant information via the client portal
  • Sourcing clear and relevant investment reports and commentaries in line with client objectives, our investment philosophy and regulatory requirements
  • Completion of quarterly valuations
  • Extensive use of research tools and excel, along with regular application of tools on our wrap platforms
  • Working with and supporting the team members of the firm, including other CMs


Required skills

  • Paraplanning
  • Technical Reports
  • IFA experience
  • G60 or AF3

Application questions

Have you G60 or AF3?
Have you at least 3 years of experience working within a Financial Services environment?

Reference: 36983546

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