CLIENT RELATIONSHIP MANAGER - PERMANENT - UP TO £32k - HYBRID - HOVE
Robert Half are thrilled to be working with a fantastic, top-rated IFA firm who are recruiting for a Client Relationship Manager, offering up to £32k and significant progression opportunities! This role will support their Advisers and clients, ensuring smooth delivery of financial advice and exceptional client service.
Responsibilities:
1. Manage a portfolio of clients, maintaining accurate records and handling queries.
2. Prepare client files, documentation, and reports for meetings.
3. Process new business applications and liaise with product providers to track progress.
4. Ensure compliance with KYC, AML, and internal policies.
5. Support Advisers and Paraplanners with research, illustrations, and suitability reports.
6. Maintain regular client communication and coordinate review meetings.
7. Provide guidance and support to Client Service Administrators and assist with training.
8. Help improve office processes and support audits or compliance reviews.
Requirements:
9. Has IFA/financial services admin experience.
10. Is confident managing clients and supporting financial advisers.
11. Is organised, detail-oriented, and understands financial products.
12. Enjoys building relationships and keeping processes compliant and efficient.
13. Can mentor others and help maintain a positive team environment.
Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training.