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Client Relationship Manager (Financial Planning)

Client Relationship Manager (Financial Planning)

Recruit UK

Posted a day ago, valid for 10 days

Hove, East Sussex BN3 7EX, England

Full Time

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Sonic Summary

The job title is Client Relationship Manager in the Financial Planning industry, located in Brighton/Hove, UK.
The position offers a salary of £35,000 and requires previous experience in IFA or Financial Services at a senior level.
Candidates should have skills in client relationship management and experience in managing a client portfolio.
The role involves supporting and mentoring junior team members while managing complex pension and investment cases.
Additional benefits include hybrid working, a flexible environment, and opportunities for further qualifications and career progression.

Job Title: Client Relationship Manager

Industry: Financial Planning

Location: Brighton/Hove, UK

Salary: £35,000

Reference Number: 9643

Are you an experienced Financial Planning Administrator looking to take the next step in your career?

Recruit UK is working with a fast-growing Wealth Management company in Brighton/Hove, looking to add a Senior Financial Planning Administrator / Client Relationship Manager to their team.

They’re seeking someone experienced who can confidently manage complex pension and investment cases, not just standard admin tasks. You’ll also support and mentor junior team members as the business continues to expand.

What’s in it for you:

Salary up to £35,000
Hybrid working
Flexible working environment
Clear progression path towards paraplanning or other routes
Support for further qualifications and internal promotion opportunities

Skills and experience required:

Previous IFA or Financial Services experience at a senior level
Client relationship management
Team leadership or mentorship exposure
Experience in managing a client portfolio
Problem solving and workflow optimisation

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