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.

About the Role

An established wealth management practice is seeking a proactive and highly organised Client Relationship Manager / Wealth Management Administrator to join its growing team.

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.

Key Responsibilities

• 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.

About You

• 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'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

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.