Client Relationship Adviser

Are you an experienced financial services professional looking for a new challenge in a client-facing role? We're working exclusively with a highly regarded, growing Financial Advisory and Wealth Management firm in Bromsgrove that is seeking a Client Relationship Manager to join their Customer Care Team.

In this role, you'll be a key point of contact for clients, helping to ensure a high-quality service experience, and supporting the firm's complaint handling and feedback processes. It's an excellent opportunity for someone with a background in technical administration, paraplanning, complaints, or compliance within an IFA or wealth management environment.

Key Responsibilities:

• Manage and resolve client queries and concerns in a professional, timely manner
• Support the complaint handling process, from investigation to resolution
• Collaborate across departments to ensure smooth service delivery
• Keep accurate client records and produce high-quality written reports
• Stay updated on industry regulations and apply them in day-to-day client support
• Contribute to internal feedback reviews and service improvements

What We're Looking For:

• Experience in an IFA, wealth management, or financial advice business
• Background in complaints, compliance, or technical client support
• Strong written communication and report-writing skills
• Ideally working towards or already holding the Level 4 Diploma in Financial Planning
• A client-first mindset and high attention to detail

What's on Offer:

• Competitive salary up to £34,000
• Flexible hybrid working arrangements
• Supportive, collaborative team environment
• Funded industry exams and development support
• Clear progression opportunities within the firm

If you're passionate about client service and want to build a career in a forward-thinking wealth management firm, we'd love to hear from you.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.