Client Relationship Manager (Wealth Management)

Client Relationship Manager (Wealth Management)

Salary: £30k + bonus + great company benefits

Location: Hove

Hours: Mon-Fri 9am - 5pm

Hybrid Working: 3 days office / 2 days remote after training

A fantastic opportunity has arisen for an experienced Client Relationship Manager to join a well-established and highly regarded Wealth Management firm based in Hove.

This role would suit someone with strong financial services / IFA administration experience who can confidently manage end-to-end client processing, support advisers and provide an outstanding client service experience.

You will play a key role in supporting advisers with client portfolios, ensuring new business is processed efficiently while maintaining strong relationships with both clients and product providers.

Key Responsibilities

• Managing end-to-end processing of financial products including ISAs, pensions and GIAs.
• Processing new business applications and tracking them through to completion.
• Handling fund switches, withdrawals and investment updates.
• Preparing documentation and supporting annual financial review meetings.
• Liaising with platform providers, insurers and product providers.
• Maintaining accurate client records and updating back-office systems.
• Ensuring all compliance requirements including KYC and AML checks are completed.
• Supporting advisers and paraplanners in preparing client documentation.
• Building strong relationships with clients, providers and internal teams.

Skills and Experience Required

• Previous experience within wealth management, financial planning or IFA administration.
• Strong knowledge of investment products including ISAs, pensions and GIAs.
• Experience managing new business processing from submission to completion.
• Excellent organisational skills with strong attention to detail.
• Strong communication and relationship management skills.
• Ability to manage multiple priorities within a busy financial services environment.

Company Benefits

• Discretionary annual bonus linked to individual performance
• Support for RO exams including study materials, exam costs and study leave
• Electric vehicle salary sacrifice scheme through Octopus with charging installation support
• 25 days annual leave plus bank holidays and one wellbeing day per year
• Death in Service cover (3x salary) with additional wellbeing benefits
• Eye test contributions
• Annual flu vaccination

This is an excellent opportunity to join a friendly, professional and supportive team within a growing wealth management environment that offers strong long-term career development.

To apply, please submit your CV as soon as possible.