Client Manager - Wealth Management

North Oak Recruitment · Leicester, Leicestershire, United Kingdom

Location
Leicester
Job Type
Full-time
Posted
July 19, 2026

Job Description

Client Manager

Leicestershire (our ref AL1422)

Salary £28,000 - £33,000 dep on exp + benefits inc parking and hybrid option after initial training and induction

My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices.

In 2026, they were proud to receive Professional Adviser’s “Best Financial Advisers to Work for” award for the fourth time. They now have an exciting new opportunity for an experienced financial services administrator (with 2 year’s +) to join their team as a Client Manager. Please note, a minimum of 2 years’ experience within financial services administration is required.

Role Overview

To be the in-house owner and internal point of contact for a portfolio of clients, providing a quality administration service for individuals, companies, trusts and charities. The role is resp...

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