Client Relationship Manager (Financial Planning)

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

If this role aligns with what you're looking for, apply online to find out more!