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Client Relations Executive - Up to £32,000 + Bonus + Benefits - Hybrid

WEALTHLINK RECRUITMENT LTD
Posted 12 hours ago, valid for 4 days
Location

Deeside, Flintshire CH53XF, Wales

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Client Relations Executive position is based in Hawarden, offering a hybrid work model with at least two days in the office.
  • The salary ranges from £25,000 to £32,000 depending on experience, along with bonuses and benefits.
  • Candidates should have experience as an IFA Administrator, Junior Paraplanner, or similar roles, with strong client service skills.
  • The role involves managing client relationships, onboarding, and supporting financial advisers throughout the advice process.
  • This position also provides opportunities for professional growth, including support for obtaining a Level 4 Diploma in Financial Planning.

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?

  • Competitive salary: Up to £32,000 DOE

  • Bonus scheme based on individual and company performance

  • 25 days holiday + bank holidays (increasing with service)

  • 5.5% employer pension contribution

  • Income Protection, Critical Illness & Life Cover

  • Paid sick leave

  • Hybrid working (2+ days in-office post-probation)

  • Full support for professional qualifications (Level 4 Diploma)

  • 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:

  • Acting as the main client liaison, maintaining high-touch service

  • Coordinating onboarding, reviews, and ongoing communications

  • Preparing suitability reports and review packs with paraplanners

  • Managing client records and ensuring compliance (using Intelligent Office)

  • Handling client queries and technical support (non-advisory)

  • Booking client meetings and maintaining adviser diaries

  • Liaising with providers and platforms (e.g. Standard Life, Aegon, Transact)

  • Identifying service improvements and workflow enhancements

About You

  • Experience as an IFA Administrator, Xplan Administrator, Junior Paraplanner, or similar

  • Strong client service and relationship management skills

  • Excellent communication, organisation, and follow-up

  • Confident using financial planning CRMs (iO or Xplan preferred)

  • Familiar with pensions, investments, protection products, and platforms

  • 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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.