Wealth Management Account Manager (IFA) – Client Lead

Company: The JobsBoard
Apply for the Wealth Management Account Manager (IFA) – Client Lead
Location: Bury
Job Description:

The JobsBoard in the United Kingdom is seeking an experienced Account Manager (IFA) in Bury to nurture wealth-management client relationships and coordinate service delivery with advisers and paraplanners.

You will own client communications, oversee account administration, review meetings, and work with providers to resolve queries; the role demands a proactive, client-focused approach and solid regulatory awareness. A strong track record in financial services is advantageous.

#J-18808-Ljbffr…

Posted: October 15th, 2026