Client Relationship Manager

Regional Office (Hybrid/Office-based)

Full-time Permanent £32,000 per annum

Are you an experienced financial services professional who thrives on building strong client relationships and delivering exceptional service? We're looking for a Client Relationship Manager to join our regional operations team and play a key role in supporting advisers and ensuring an outstanding client experience.

As a Client Relationship Manager, you'll work closely with Advisers, Paraplanners, and Client Service Administrators to manage client portfolios and provide exceptional administrative and relationship support. You'll act as a vital link between clients, advisers, and product providers - ensuring every stage of the client journey is smooth, compliant, and efficient.

• Manage a portfolio of clients, maintaining accurate and up-to-date records.
• Prepare client files, reports, and meeting documentation.
• Process new business applications across a range of financial products.
• Liaise with product providers and platforms to obtain illustrations and track progress.
• Ensure compliance with KYC, AML, and internal regulatory requirements.
• Support the preparation of suitability reports and financial documentation.
• Mentor and guide Client Service Administrators, providing leadership and support.
• Build and maintain strong relationships with clients, advisers, and third parties such as solicitors and accountants.
• Contribute to improving administrative processes and office efficiency.

We're looking for someone who is proactive, detail-oriented, and client-focused. You'll be confident managing multiple priorities and communicating effectively with clients and colleagues alike.

You'll bring:

• Previous experience within an IFA or financial services environment
• Knowledge of financial products, platforms, and providers
• Strong organisational and communication skills
• A high level of accuracy and attention to detail
• Understanding of compliance, data protection, and regulatory requirements
• Proficiency with CRM or back-office systems
• Experience mentoring or supporting junior colleagues (advantageous)

• Salary: £32,000 per annum
• Holidays: 25 days annual leave + 1 well-being day
• Pension: Salary sacrifice scheme
• Benefits: Death in Service (3x salary), annual flu jab & eye test
• Development: Supportive environment with career progression opportunities
• Culture: Collaborative team focused on delivering exceptional client outcomes

If you're ready to take the next step in your financial services career and want to be part of a professional, supportive team that values both its clients and its people - we'd love to hear from you.