Financial planning firm who provide clear, honest and life changing financial advice to a ever-growing long-term bank of clients are on the lookout for a Client Relationship Manager (IFA Administrator) to join their team due to a long term member of staff shortly retiring.
You will be working to support the business financial planners with all areas of client administration, ensuring a smooth service is provided and that clients feel comfortable.
You will be working on Wrap Platforms including Transact, Fidelity, Aviva and Fusion and ensuring that the business back office system Enable is up to date.