A well-established financial planning firm is looking for a Client Relationship Manager to join their team, supporting advisers and delivering outstanding service to clients. This is a key role, ensuring client finances are accurate, up-to-date, and meeting their goals while helping the team run smoothly. Key Responsibilities: * Handle client, provider, and adviser queries in a timely and professional manner * Prepare advisers for client meetings, including updating the cashflow planning tool (Truth) and creating meeting agendas * Produce short, templated Suitability Reports * Maintain accurate client records and support the team with day-to-day administration * Assist with ad-hoc projects and contribute to improving processes Requirements: * Experience in client administration, must be within Financial Planning/ Advice industry * Confidence handling client and adviser queries * Strong Excel and Word skills, excellent attention to detail, and numeracy * Ability to work independently and collaboratively as part of a team * Familiarity with systems such as Intelliflo, Truth, or Workiro (or willingness to learn) * Friendly, positive, and open to feedback and new ideas What’s on Offer: * Hybrid working with 2 days at home * Funded training, industry event attendance, and quarterly social events * Salary: £30,000–£38,000 depending on experience, qualifi...