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
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