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Did you know only 14% of IFAs/Financial Advisers are Chartered?
With Consumer Duty and rising client expectations, the future of Financial Advice is clear: higher standards, more transparency, and greater trust.
Chartered status puts you ahead of that curve.
If you’re part-Diploma qualified and have the drive to become an IFA, a Chartered IFA, and one of the best, this could be what you have been waiting for.
We're working exclusively with a highly respected Chartered IFA practice based in Sale, Manchester. Known for their strong values, supportive culture and long-term staff development, the firm is now looking to bring in a Client Manager to join their client support team.
About the Role
This is NOT your typical back-office admin role. As a Client Manager, you’ll be a key part of the full client journey. You'll attend meetings, interact with clients, help prepare key documents and be a trusted point of contact for our clients.
You won’t be writing suitability reports, so your focus will be on excellent service, compliance, and making sure everything runs smoothly for the IFA and the client.
For the right person, there’s also potential to progress into the role of a Chartered IFA position in the future.
It’s a great fit if you enjoy building relationships, like to be involved in client discussions, and take pride in getting the details right.
What You’ll Be Doing
- Being the first point of contact for clients, handling queries and setting up meetings
- Preparing for and attending client reviews, including checking investments and income figures
- Working with the adviser to get the right paperwork in place and support the advice process
- Submitting new business and keeping records accurate and up to date
- Liaising with providers and third parties where needed
- Maintaining compliant client files using Intelligent Office
Why Join This Firm
- You’ll be in a Chartered financial planning firm that genuinely looks after its people
- You'll enjoy the flexibility of a role that combines client contact with IFA support
- The culture is friendly, professional and built around doing the right thing for clients
- You'll get real career development and the chance to progress if that’s your goal
- Your contribution will be recognised and valued as part of a close-knit team
What We’re Looking For
- Experience working in an IFA or Financial Adviser support role or similar
- Confident communicator who builds relationships easily
- Organised and detail-focused, with a proactive approach
- Comfortable using platforms like Intelligent Office
- Living within a reasonable commute of Sale, Manchester
Salary & Benefits
- Salary and benefits package depending on experience
- 28 days holiday
- Excellent bonus scheme
- Flexible working hours including Friday: 08:00 – 13:00
- Office breakfast on Fridays
- Regular company social events
Interested?
If this sounds like the kind of role you’ve been looking for, click APPLY!
