Client Relationship Manager - Wealth Management

Client Relationship Manager - Wealth Management

Location: Hove (Hybrid: 3 days office / 2 days home)

Salary: Up to £32,000 + bonus + benefits

We're working with a leading national Wealth Management firm who are seeking an experienced Client Relationship Manager to join their established Hove office.

This is an excellent opportunity for a Financial Planning professional to take ownership of client relationships, support Advisers and Paraplanners, and play a key role in delivering a first-class client experience.

The Role:

• Manage a portfolio of clients, acting as a key point of contact throughout their financial journey
• Liaise with Advisers, Paraplanners, and Administrators to ensure smooth delivery of advice
• Prepare meeting packs, process new business, and liaise with product providers and platforms
• Maintain accurate client data and ensure compliance with KYC/AML requirements
• Provide mentorship to junior staff and contribute to operational improvements

What We're Looking For:

• Previous experience within an IFA or Wealth Management environment
• Strong understanding of investments, pensions, and protection products
• Confident using CRM/back-office systems (Intelliflo, Xplan, or similar)
• Excellent communication and organisational skills
• A proactive, client-focused approach and strong attention to detail

Package & Benefits:

• Salary up to £32,000 p.a.
• Hybrid working - 3 days office / 2 days home
• Discretionary annual bonus
• Supportive, collaborative team environment
• Clear progression opportunities within a growing national firm

If you're an experienced Financial Planning Administrator or Senior Client Support professional looking to step up into a more client-facing role, this is an outstanding opportunity to join a firm with a genuine focus on quality and long-term client relationships.

Apply today to find out more.