Client Relationship Manager

Client Relationship Manager – leading IFA Wealth firm

My client is a leading IFA Wealth firm, looking to augment their successful team in their Hove office, by recruiting a Client Relationship Manager there.

You’ll be working closely with the Paraplanner/Advice team, dealing with complex aspects of Financial Administration, such as new business processing, client portfolio’s & platform providers amongst other duties, making you a pivotal member of the team.

A competitive salary of £32,000 is on offer plus benefits such as Pension & Medical benefits, with this sort after role.

Hybrid working would be on offer with this role.

Ideally, you’ll have experience within IFA Administration within an IFA/Wealth firm, experience of using back office systems, good knowledge of Pensions/Investments/Protections, able to deal with complex cases and have good analytical/organizational skills.

Click and apply ASAP as my client is keen to review strong CVs for this role!!!