Client Relations Manager
Award‑winning IFA Wealth practice in Hawarden is looking to augment their successful Financial Planning team with a Client Relations Manager to join their office.
Responsibilities
* Support the team of Financial Planners with end‑to‑end management of the business process
* Prepare reports, documents and provide general administrative support
* Deal with client queries – acting as the link between IFA Admin and Paraplanning
Qualifications
* Experience as a Paraplanner or Senior IFA Administrator
* Knowledge of Intelligent Office, Cash Calc, FE Analytics and other industry tools
* Level 4 Diploma or actively studying towards one
* Excellent attention to detail
What We Offer
Competitive salary of up to £33k, excellent benefits, career progression opportunities and hybrid working arrangements after probation.
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