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...

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