Client Manager - Customer Service / Admin. Wealth Management Practice

Client Relationships | Financial Services | Administration | Career Development

Some careers begin with a job. Others open the door to something much bigger.

Welcome to KLO Financial Services.

We're an independent financial planning business helping individuals, families and businesses make confident decisions about their financial futures.

From investments and pensions to retirement and long-term wealth planning, our approach is personal, thoughtful and built around lasting relationships.

As our business continues to grow, we're looking for a Client Manager who shares our passion for exceptional service and wants to grow with us.

You don't need to be a financial planning expert from day one. If you've got a strong background in administration, a natural way with people and the ambition to develop, we'd love to hear from you.

The Role at a Glance

Client Manager Colmore Row, Birmingham City Centre | Hybrid (3 days in office) Salary Depending on experience Hours: Monday–Friday, 9:30am–5pm Full Time | Permanent

Your Background / Skills: Client Services, Customer Relationship Management, Financial Services Administration, IFA Support, Office Administration, Client Coordination, CRM Systems, Attention to Detail.

The KLO Story

At KLO, we believe great financial planning starts with understanding people.

Every client has different ambitions, circumstances and priorities. That's why we take the time to listen, build trust and provide genuinely personal advice.

And behind every great adviser is a brilliant team making sure clients feel supported, informed and looked after.

We're a close-knit, growing business where people work together, take pride in their contribution and have the opportunity to develop their careers.

Your Role in the Story

As our Client Manager, you'll become a trusted point of contact for clients, working closely with our Financial Advisers to ensure they receive an exceptional experience from start to finish.

You'll take ownership of client administration, keep important processes moving and build relationships that make people feel genuinely valued.

It's a varied role combining organisation, communication, problem-solving and the opportunity to develop your knowledge of financial planning.

Where You'll Make an Impact

• Building positive, professional relationships with clients and becoming a trusted point of contact.
• Supporting Financial Advisers with client enquiries, meeting preparation and ongoing administration.
• Managing client records, documentation and actions using our financial planning systems.
• Coordinating client reviews, gathering information and ensuring records remain accurate and up to date.
• Liaising with clients, advisers and financial providers to progress requests and outstanding actions.
• Supporting the processing of financial planning documentation, applications and transactions.
• Keeping track of multiple client cases, deadlines and priorities.
• Helping improve processes and identifying smarter, more efficient ways of working.
• Gradually developing your technical knowledge and taking on additional responsibilities as your confidence grows.

About You

• You're someone who genuinely enjoys helping people and takes pride in getting things right.
• You're organised, approachable, professional and comfortable speaking with clients from all walks of life.
• You understand that great service is about more than answering questions. It's about building trust, following through and making people feel confident they're in good hands.

You'll bring:

• Previous experience in a customer-facing administration, client services or customer relationship role.
• Excellent communication skills and the confidence to build relationships with a wide range of clients.
• Strong organisation, accuracy and attention to detail.
• The ability to manage competing priorities and take ownership of tasks.
• Confidence using Microsoft Office, CRM systems and everyday digital tools.
• A professional, friendly and collaborative approach.
• A willingness to learn, take feedback on board and develop new skills.
• Genuine interest in building a longer-term career within financial services.

Experience in financial planning, wealth management, banking, insurance or an IFA practice would be a real advantage, but isn't essential.

We're equally interested in someone with a strong customer service and administration background who has the right attitude, aptitude and ambition to grow.

A Career That Can Grow With You

This is where the opportunity gets particularly exciting.

We're not simply looking for someone to fill an administration position. We're looking for someone who could become an important part of KLO's future.

As you develop your knowledge and experience, there may be opportunities to progress into Paraplanning, preparing financial planning research and reports, and potentially towards becoming a Financial Adviser, if that's where your ambitions take you.

We'll support your learning and professional development, helping you build the confidence and expertise to take the next step.

And if you're someone who enjoys exploring new technology, improving systems or getting involved in wider business projects, there could be opportunities to contribute beyond your day-to-day role too.

Why Join KLO?

• Join a growing, independent financial planning business with a genuinely personal approach.
• Build meaningful, long-term relationships with clients.
• Work closely with experienced Financial Advisers and supportive colleagues.
• Enjoy a varied role where your contribution is noticed and valued.
• Develop your financial planning knowledge and professional skills.
• Explore potential career pathways into Paraplanning and Financial Advice.
• Be part of a collaborative team that welcomes fresh ideas and continuous improvement.

Ready to Build Something Meaningful?

If you're a people-focused, organised and ambitious professional who loves delivering great service and wants to build a rewarding career in financial planning, we'd love to hear from you.

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