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Job Title: Client Relations ExecutiveLocation: Hawarden- Hybrid (2+ days in-office)Salary: £25,000 -£32,000 DOE + Bonus + BenefitsJob Type: Full-time, Permanent
Overview
Are you a highly organised IFA Administrator based in the Liverpool or Hawarden, ready to step into a more client-facing role? Our client—an award-winning, top-250 financial planning firm—is looking for a Client Relations Manager (CRM) to join their growing team.
This is an ideal next step for someone in financial planning admin, wealth management support, or paraplanning, looking to build long-term client relationships and develop toward advising or operations.
Why Apply?
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Competitive salary: Up to £32,000 DOE
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Bonus scheme based on individual and company performance
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25 days holiday + bank holidays (increasing with service)
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5.5% employer pension contribution
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Income Protection, Critical Illness & Life Cover
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Paid sick leave
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Hybrid working (2+ days in-office post-probation)
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Full support for professional qualifications (Level 4 Diploma)
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Genuine progression pathway
What You’ll Do
As a Client Relations Manager, you’ll be the dedicated point of contact for a portfolio of clients—managing their needs, ensuring smooth onboarding and reviews, and supporting financial advisers across the entire advice process.
Your role will include:
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Acting as the main client liaison, maintaining high-touch service
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Coordinating onboarding, reviews, and ongoing communications
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Preparing suitability reports and review packs with paraplanners
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Managing client records and ensuring compliance (using Intelligent Office)
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Handling client queries and technical support (non-advisory)
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Booking client meetings and maintaining adviser diaries
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Liaising with providers and platforms (e.g. Standard Life, Aegon, Transact)
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Identifying service improvements and workflow enhancements
About You
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Experience as an IFA Administrator, Xplan Administrator, Junior Paraplanner, or similar
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Strong client service and relationship management skills
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Excellent communication, organisation, and follow-up
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Confident using financial planning CRMs (iO or Xplan preferred)
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Familiar with pensions, investments, protection products, and platforms
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Working towards or interested in obtaining the Level 4 Diploma in Financial Planning
Ready to make your next move in financial planning?Apply now to join a high-performing, collaborative team that supports your growth into advising or operations—all while delivering best-in-class service to clients across the North West.
