Financial Planning Administrator

Financial Planning Admin / Client Relationship Manager - Wealth Management

Location: Hove (Hybrid Working)

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

We're working with a highly regarded national Wealth Management firm 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 a client portfolio, working in close partnership with Advisers and Paraplanners to deliver an exceptional level of service and ensure clients receive the very best ongoing support.

• Take responsibility for a portfolio of clients, acting as their primary point of contact throughout their financial journey
• Collaborate with Advisers, Paraplanners, and Administrators to ensure advice is implemented smoothly and efficiently
• Prepare client files, meeting packs, and suitability reports
• Process new business and liaise with product providers and investment platforms
• Maintain accurate client records and ensure full compliance with KYC/AML standards
• Support and mentor junior colleagues, contributing to the team's overall development and best practices

• Previous experience within an IFA or Wealth Management firm
• Strong understanding of pensions, investments, and protection products
• Confident using CRM or back-office systems such as Intelliflo or Xplan
• Excellent communication, organisational, and relationship management skills
• A proactive, client-focused approach with exceptional attention to detail

• Basic salary up to £32,000 per annum
• Hybrid working available following probation
• Discretionary annual bonus
• Excellent opportunities for career development and progression
• Supportive and collaborative working environment

If you're an experienced Financial Planning Administrator or Senior Client Support professional looking to progress your career, this is a fantastic opportunity to join a respected and expanding firm with an outstanding reputation across the industry.

Apply today to learn more.