Client Relations Manager – IFA Wealth Practice
Responsibilities:
* Support the Financial Planning team with end‑to‑end management of the business process, preparing reports and documents, and handling client queries.
* Act as a liaison between IFA Administration and Paraplanning functions.
Qualifications:
* Experience as a Paraplanner or Senior IFA Administrator.
* Familiarity with Intelligent Office, Cash Calc, FE Analytics and similar tools.
* Currently studying for a Level 4 Diploma or equivalent.
* Excellent attention to detail.
Compensation and benefits:
* Competitive salary up to £33,000, dependent on qualifications and experience.
* Excellent benefits and career progression opportunities.
* Hybrid working arrangement post‑probation.
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