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Technical Administrator - Financial Planning
Gloucestershire
Client Relationship Manager
Wealth Management
Cheltenham
£26,000 - £32,500 + bonus
This role sits at the centre of a financial planning practice, where the quality of client interaction is just as important as the advice itself.
You'll be the first person clients speak to, the one who keeps cases moving, and the link between advisers, providers, and the wider support team. In a market where client experience is a key differentiator, this position plays a direct role in how the business is perceived day to day.
The position has been created as part of continued growth, with a future pathway into a Financial Adviser role for someone willing to study and develop.
What the role involves
What good looks like
Who this suits
Background and experience
What's on offer
If you're looking to step into a more client-facing role with a clear progression route, this is a strong next move within financial services.
Wealth Management
Cheltenham
£26,000 - £32,500 + bonus
This role sits at the centre of a financial planning practice, where the quality of client interaction is just as important as the advice itself.
You'll be the first person clients speak to, the one who keeps cases moving, and the link between advisers, providers, and the wider support team. In a market where client experience is a key differentiator, this position plays a direct role in how the business is perceived day to day.
The position has been created as part of continued growth, with a future pathway into a Financial Adviser role for someone willing to study and develop.
What the role involves
- Acting as the first point of contact for clients, handling queries and providing clear updates
- Managing cases from enquiry through to completion, ensuring steady progress throughout
- Liaising with providers, advisers, and third parties to keep everything on track
- Supporting Financial Consultants with documentation, workflow, and preparation
- Maintaining accurate client records in line with FCA and data protection requirements
- Working with the Head of Client Relations to improve processes and efficiency
What good looks like
- Clients receive timely, clear communication and feel well supported
- Cases move smoothly without unnecessary delays or chasing
- Advisers are properly supported and able to focus on advice
- Work is organised, accurate, and consistently reliable
Who this suits
- Someone already working in IFA or wealth management administration
- Looking for more client exposure and responsibility
- Comfortable managing multiple cases without losing detail
- Confident communicator who can build trust with clients
- Interested in progressing towards an adviser role over time
Background and experience
- Experience in IFA or wealth management administration is essential
- Understanding of how financial planning cases progress end-to-end
- SJP experience is beneficial but not required
- Strong organisation and attention to detail
- A proactive, professional approach to work
What's on offer
- £26,000 - £32,500 salary plus bonus
- Full study support towards industry qualifications
- 30 days holiday plus bank holidays
- Pension, sick pay, and BUPA wellbeing support
- Additional perks including birthday leave and company events
- A collaborative team environment with genuine progression opportunities
If you're looking to step into a more client-facing role with a clear progression route, this is a strong next move within financial services.
Salary: £26,000 to £32,500 Annual +
Hours Per Week: Full Time
