Bishop’s Stortford
Client Relationship Manager
Boutique Wealth & Advisory Business (Private Office Model)
Bishop’s Stortford
£30,000 – £60,000
Are you financial service professional with a proven track record supporting entrepreneurs, business owners, and multi-generational families? Do you thrive in a setting where relationship management goes far beyond traditional financial planning?
We are working exclusively with a highly selective, boutique advisory and investment firm offering a private office experience to a limited number of high-calibre clients. Their model integrates wealth management, corporate finance, and strategic business insight, with services shaped around the complex, evolving needs of clients who expect more.
They are now looking for a Client Relationship Manager to join their discreet and high-performing team in Bishop’s Stortford.
What You’ll Be Doing:
- Supporting the Client Adviser with a small portfolio of high-value clients, each with complex financial, business, and legacy planning needs
- Acting as the lead relationship holder: trusted, strategic, and always one step ahead
- Collaborating with specialists in investment, tax, business exit planning, and structuring to deliver joined-up advice
- Helping clients navigate the intersection of personal wealth and business success
Ideal Profile:
- Diploma-qualified via CII or CISI (or close to achieving)
- Strong background in private client advisory such as family office, boutique wealth firm, or private banking
- Deep understanding of the needs of entrepreneurs, founders, or UHNW clients
- A natural relationship builder: emotionally intelligent, commercially sharp, and credible with sophisticated clients
- Someone who listens, advises
Why This Role Stands Out:
- Truly high-calibre client base without a volume-driven sales culture
- A small, strategic team of senior professionals from private banking, investment, and advisory backgrounds
- Clear pathway to long-term growth and influence within the firm
- Work that is meaningful, multi-dimensional, and far more impactful than standard IFA roles
Benefits
- Flexible hours: Standard hours are 9am – 5pm.
- Technology: Cutting-edge AI – R&D several years ahead.
- Professional development: Ongoing training and support for exams to CII or CISI Level 4 and beyond.
- Free onsite parking.
- 28 days holiday.
- Pension: 5% employee & 5% employer contributions.
- Discretionary bonus.
- Post-probation benefits: DIS x 8, group PHI scheme, and Private Medical Insurance.
- Career progression: Opportunities for advancement within the company.
Apply today to be considered for this exciting opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client.