Client Relationship Manager (Wealth Management)
Salary: £30k + bonus + great company benefits
Location: Hove
Hours: Mon-Fri 9am - 5pm
Hybrid Working: 3 days office / 2 days remote after training
A fantastic opportunity has arisen for an experienced Client Relationship Manager to join a well-established and highly regarded Wealth Management firm based in Hove.
This role would suit someone with strong financial services / IFA administration experience who can confidently manage end-to-end client processing, support advisers and provide an outstanding client service experience.
You will play a key role in supporting advisers with client portfolios, ensuring new business is processed efficiently while maintaining strong relationships with both clients and product providers.
Key Responsibilities
* Managing end-to-end processing of financial products including ISAs, pensions and GIAs.
* Processing new business applications and tracking them through to completion.
* Handling fund switches, withdrawals and investment updates.
* Preparing documentation and supporting annual financial review meetings.
* Liaising with platform providers, insurers and product providers.
* Maintaining accurate client records and updating back-office systems.
* Ensuring all compliance requirements including KYC and AML checks are completed.
* Supporting advisers and paraplanners in preparing client documentation.
* Building strong relationships with clients, providers and internal teams.
Skills and Experience Required
* Previous experience within wealth management, financial planning or IFA administration.
* Strong knowledge of investment products including ISAs, pensions and GIAs.
* Experience managing new business processing from submission to completion.
* Excellent organisational skills with strong attention to detail.
* Strong communication and relationship management skills.
* Ability to manage multiple priorities within a busy financial services environment.
Company Benefits
* Discretionary annual bonus linked to individual performance
* Support for RO exams including study materials, exam costs and study leave
* Electric vehicle salary sacrifice scheme through Octopus with charging installation support
* 25 days annual leave plus bank holidays and one wellbeing day per year
* Death in Service cover (3x salary) with additional wellbeing benefits
* Eye test contributions
* Annual flu vaccination
This is an excellent opportunity to join a friendly, professional and supportive team within a growing wealth management environment that offers strong long-term career development.
To apply, please submit your CV as soon as possible.