Financial Services Administrator
Location
Leicester, Leicestershire
Job Type
Full-time
Category
other-general
Posted
June 16, 2026
Client Relationship Manager – Financial Services Administrator
Leicester (our Ref AL1418) – office based with potential of hybrid after qualifying period
Salary to c£27,000 pa + benefits
I am currently recruiting for a Client Relationship Manager (Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester. The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant.
More about the role:
* Work closely with the consultants to support and ensure clients’ needs are met
* Preparation work for client meetings
* Attending clients’ meetings, taking meeting notes (on/off site)
* Coordinating action points from meetings and completing work required
* Responsible for communication with clients (phone calls/emails etc.)
* Researching and collation of information in relation to advice being g...
Leicester (our Ref AL1418) – office based with potential of hybrid after qualifying period
Salary to c£27,000 pa + benefits
I am currently recruiting for a Client Relationship Manager (Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester. The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant.
More about the role:
* Work closely with the consultants to support and ensure clients’ needs are met
* Preparation work for client meetings
* Attending clients’ meetings, taking meeting notes (on/off site)
* Coordinating action points from meetings and completing work required
* Responsible for communication with clients (phone calls/emails etc.)
* Researching and collation of information in relation to advice being g...