Technical Administrator - Financial Planning

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
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