Job Description
Job Title: Client Relations Executive Location: Hawarden- Hybrid (2+ days in-office) Salary: £25,000 -£32,000 DOE + Bonus + Benefits Job Type: Full-time, Permanent
Overview
Are you a highly organised IFA Administrator based in the Liverpool or Hawarden, ready to step into a more client-facing role? Our client—an award-winning, top-250 financial planning firm—is looking for a Client Relations Manager (CRM) to join their growing team.
This is an ideal next step for someone in financial planning admin, wealth management support, or paraplanning, looking to build long-term client relationships and develop toward advising or operations.
Why Apply?
Competitive salary: Up to £32,000 DOE
Bonus scheme based on individual and company performance
25 days holiday + bank holidays (increasing with service)
5.5% employer pension contribution
Income Protection, Critical Illness & Life Cover
Paid sick leave
Hybrid working (2+ days in-office post-probation)
Full support for professional qualifications (Level 4 Diploma)
Genuine progression pathway
What You’ll Do
As a Client Relations Manager, you’ll be the dedicated point of contact for a portfolio of clients—managing their needs, ensuring smooth onboarding and reviews, and supporting financial advisers across the entire advice process.
Your role will include:
Acting as the main client liaison, maintaining high-touch service
Coordinating onboarding, reviews, and ongoing communications
Preparing suitability reports and review packs with paraplanners
Managing client records and ensuring compliance (using Intelligent Office )
Handling client queries and technical support (non-advisory)
Booking client meetings and maintaining adviser diaries
Liaising with providers and platforms (e.g. Standard Life, Aegon, Transact)
Identifying service improvements and workflow enhancements
About You
Experience as an IFA Administrator, Xplan Administrator, Junior Paraplanner, or similar
Strong client service and relationship management skills
Excellent communication, organisation, and follow-up
Confident using financial planning CRMs (iO or Xplan )
Familiar with pensions, investments, protection products, and platforms
Working towards or interested in obtaining the Level 4 Diploma in Financial Planning
Ready to make your next move in financial planning? Apply now to join a high-performing, collaborative team that supports your growth into advising or operations—all while delivering best-in-class service to clients across the North West.
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