Location
Liverpool
Salary Competitive TypePermanent WorkplaceOn-Site Ref88514
Client Manager IFA Firm | Liverpool | Up to £40,000
A well-established, reputable IFA practice in Liverpool is seeking an experienced Client Manager to provide high-level administrative and operational support to its advisory team.
The role:
1. Act as a primary point of contact for both advisers and clients
2. Full case ownership, including processing new business and managing existing client servicing
3. Exposure to complex financial planning areas including pensions, investments, and trusts
4. Collaborate closely with Paraplanners and Compliance to ensure seamless delivery
Whats offered:
5. Salary up to £40,000, commensurate with experience
6. Career development support: financial assistance for qualifications, dedicated revision time, and paid exam leave
7. Hybrid working options following onboarding
8. Structured environment with a low staff turnover and a high-trust culture
This role suits a confident IFA Administrator ready to step into a more senior, client-facing capacity. Youll be trusted with responsibility and supported with progression.
IFA/Wealth Management experience essential.