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

Job Title: Client Relations Executive
Location: Hawarden- Hybrid (2+ days in-office)
Salary: £25,000 -£32,000 DOE + Bonus + Benefits
Job 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.