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Paraplanner/Client Relationship Manager, brighton
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Client:
Location:
brighton, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
3
Posted:
19.05.2025
Expiry Date:
03.07.2025
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Job Description:
Job Title: Paraplanner / Client Relationship Manager
Location: Brighton
Salary: Up to £35,000 + Excellent Benefits
Job Reference: 9643
Recruit UK is working with a dynamic and growing wealth management firm in Brighton that’s looking for a talented professional to join their team in a hybrid role combining paraplanning and client relationship responsibilities.
About the Role:
This is an ideal opportunity for someone who enjoys the technical side of financial planning but also thrives on building relationships and keeping the client journey smooth, proactive, and personal.
You’ll be supporting advisers and working closely with clients, helping to manage portfolios, process new business, prepare reports, and ensure top-tier service delivery. The role is varied, hands-on, and client-facing perfect for someone who enjoys autonomy and likes to see the direct impact of their work.
Key Responsibilities:
* Manage and support a portfolio of client cases across pensions, investments, and protection
* Liaise with providers, platforms, and clients to process and track new business applications
* Prepare client files and documentation ahead of adviser meetings
* Draft suitability reports and illustrations based on adviser recommendations
* Handle incoming client queries and proactively keep them updated
* Maintain accurate records and ensure all compliance (KYC/AML) requirements are met
* Collaborate with internal teams to ensure seamless client service and follow-up
What We’re Looking For:
* Previous experience in financial planning, paraplanning, or client services within an IFA/wealth management environment
* Good working knowledge of financial products including pensions, investments, and protection
* Confidence in client communication both written and verbal
* Organised, proactive, and able to manage multiple tasks independently
* Familiarity with CRM/back-office systems and compliance procedures
What You’ll Get:
* Up to £35,000 salary depending on experience
* 25 days annual leave + 1 wellbeing day
* Enhanced benefits package including pension and death in service cover
* Full support for professional qualifications and career development
* A collaborative team environment where your voice is heard and your work is valued
Ready to Take the Next Step?
If you’re ready for a role that gives you variety, responsibility, and the chance to grow with a modern financial planning firm apply now or contact Billy Wright at [emailprotected] for more information.
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