Client Relationship Manager

Job Title : Client Services ManagerLocation : Stansted Mountfitchet - With Monday and Fridays from homeSalary : £30,000 - £45000 DOE

About the Opportunity

We’re working on behalf of a highly respected, whole-of-market financial planning firm to recruit a Client Services Manager. This is a fantastic opportunity for someone who is passionate about client care and wants to take ownership of the client journey in a business that truly values relationship-building and personalised service.

Our client is known for delivering holistic financial advice and for cultivating long-term relationships with their clients. The Client Services Manager will play a key role in supporting this, working closely with the lead adviser to ensure the delivery of a first-class experience across every stage of the client journey.

The Role

This is a relationship-focused role ideally suited to someone from an IFA administration or junior paraplanning background who is looking to step into a more client-facing position whilst also keeping technical administrative duties as well.

You’ll be involved in all aspects of the annual review process, including valuations, meeting preparation, documentation, and follow-ups. You’ll also attend client meetings alongside the adviser, ensuring actions are tracked and clients feel fully supported. While this role doesn’t involve research, it will include preparing basic suitability reports and assis...