Financial Services Administrator / Client Manager
At Beardmore and Co, we believe financial planning is about more than numbers. It is about building trust, doing the right thing and helping people feel confident about their future.
We are looking for a highly organised administrator with financial services experience, particularly pensions and investments, to join our growing team in Llandudno as a Client Manager. This is a meaningful role where you will build trusted client relationships and contribute to a high quality, personal service.
If you take pride in your work, enjoy supporting others and want to grow in a collaborative and values‑driven environment, we would love to hear from you.
What You Can Expect from Us
We are committed to supporting our people to grow and succeed. When you join Beardmore and Co, you can expect:
- Structured career progression and mentoring, including a buddy from day one
- Opportunity to attend client meetings and learn directly from Financial Planners
- Salary in the region of £30,000 to £36,000 depending on experience and qualifications
- Salary progression linked to exam success
- Paid study time and funded exams
- 25 days holiday plus bank holidays, rising to 30 with service
- Discretionary Christmas bonus
- 5% matched employer contributory pension
- Training allowance with opportunities to attend industry events
- Family friendly policies
- Supportive, collaborative team environment with regular social activities
- Permanent, full-time contract, Monday to Friday 9am to 5pm. Where preferred, consideration will be given to a 4-day working week for candidates that are highly experienced and qualified
The Role
As a Client Manager, you will work closely with our Financial Planners and colleagues to deliver a smooth and consistent client experience, taking ownership of your client relationships and supporting high quality financial planning.
Key responsibilities include:
- Building long-term client relationships and acting as a key point of contact
- Supporting and attending client meetings, producing clear notes
- Researching and analysing products and services to meet client needs
- Assisting Financial Planners in developing suitable financial strategies
- Completing annual client reviews and maintaining accurate records
- Using systems such as Analytics, Voyant, Xplan CRM and platforms such as Nucleus, Transact, A J Bell
- Keeping your knowledge up-to-date to ensure we meet regulatory standards and always act in clients’ best interests
What Matters to Us
- Clients come first. We act in their best interests
- We do the right thing. Honest, transparent and professional
- We work as one team and support each other
- We keep things simple and communicate clearly
- We take ownership and pride in our work
- We are committed to continuous learning and improvement
About You
We are looking for someone who combines strong technical skills with the right mindset and behaviours.
You will have:
- At least 2 years’ experience in financial services, particularly with pensions and investments
- Excellent interpersonal and communication skills, both verbal and written
- Strong organisation and attention to detail, with the ability to manage multiple priorities simultaneously
- A collaborative approach and willingness to support colleagues
- The confidence to take ownership and see tasks through to completion
- A genuine commitment to delivering a high standard of client service
You take pride in your work, communicate clearly and always aim to do the right thing.
Candidates studying towards the CII Level 4 Diploma in Regulated Financial Planning (or equivalent) are preferred, but we will consider applicants who are motivated to learn and develop.
About Us
Founded in 1997, Beardmore and Co are a family business with a strong reputation for independent financial planning. We have built long standing relationships with clients across North Wales and the UK by focusing on trust, clarity and consistency.
We continue to invest in our people and technology so we can deliver a modern, efficient and personal service. We are committed to a supportive and inclusive workplace and welcome discussions about reasonable adjustments.
How to Apply
Please send your CV along with a short cover letter explaining why this Client Manager role interests you and what you would bring to the team.
We review applications as they are received, so early applications are encouraged.
Pay: £30,000.00-£36,000.00 per year
Benefits:
Ability to commute/relocate:
- Llandudno, Conwy: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Do you have at least 2 years’ experience in financial services, particularly with pensions and investments? (Essential) Yes or No
Work authorisation:
- United Kingdom (required)
Work Location: In person
