Relationship Manager - Financial Planning

Client Relationship Manager - Wealth Management

Location: Hove (Hybrid Working)

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

We are 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 an experienced Financial Planning professional to take ownership of a client portfolio, working closely with Advisers and Paraplanners to deliver outstanding service and ensure clients receive the highest standard of ongoing support.

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 advice is delivered efficiently
• Prepare client files, meeting packs, and suitability documentation
• Process new business, liaising with product providers and platforms
• Maintain accurate client records and ensure compliance with KYC/AML requirements
• Mentor junior team members and contribute to continuous improvement initiatives

What We're Looking For:

• Previous experience within an IFA or Wealth Management environment
• Good understanding of investments, pensions, and protection products
• Experience using CRM/back-office systems such as Intelliflo or Xplan
• Excellent communication, organisation, and relationship management skills
• A proactive, client-focused mindset and attention to detail

Package & Benefits:

• Basic salary up to £32,000 p.a.
• Hybrid working arrangement after probation
• Discretionary annual bonus
• Strong career development and progression opportunities
• Supportive, collaborative team environment

If you're an experienced Financial Planning Administrator or Senior Client Support professional looking to take the next step in your career, this is a fantastic opportunity to join a respected and growing firm with a strong reputation in the industry.

Apply today to find out more.