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Client relationship manager

Brighton
KMK Recruitment
Client relationship manager
Posted: 20 October
Offer description

We’re Hiring: Client Relationship Manager – Hove, Brighton KMK are super excited to be working with an established and well respected Wealth Management Firm in Brighton who help individuals navigate their financial journeys with confidence. A growing and dynamic team, they are looking for a dedicated professional to support their advisers and ensure a seamless, client-first experience. About the Role: As a Client Relationship Manager, you’ll play a pivotal role in supporting advisers and managing a portfolio of valued clients. From handling new business processing and liaising with providers to preparing documentation and maintaining compliance standards, you’ll be integral to the client experience, every step of the way. You’ll also collaborate with paraplanners, mentor junior team members, and act as a key point of contact for clients, ensuring their needs are met with professionalism and care. What you’ll do: Manage day-to-day client administration and maintain accurate records Prepare meeting packs, illustrations, and suitability reports Submit and track new business applications Handle client queries and ensure timely updates Support compliance processes (KYC, AML, etc.) Liaise with providers, platforms, and third parties Mentor Client Service Administrators and support training Contribute to a positive, client-centric office culture What they need: ✔ Previous experience in financial services or an IFA environment ✔ A good understanding of pensions, investments, and financial planning products ✔ Excellent communication and organisational skills ✔ A client-first mindset and strong problem-solving abilities ✔ Experience with CRM/back-office systems ✔ A calm, team-focused approach to challenges and change They offer a collaborative and supportive working environment where your expertise will be valued, your ideas heard, and your career supported. This is your chance to be part of a trusted firm making a real difference in clients’ lives.

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