Liverpool
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:
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Act as a primary point of contact for both advisers and clients
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Full case ownership, including processing new business and managing existing client servicing
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Exposure to complex financial planning areas including pensions, investments, and trusts
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Collaborate closely with Paraplanners and Compliance to ensure seamless delivery
What’s offered:
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Salary up to £40,000, commensurate with experience
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Career development support: financial assistance for qualifications, dedicated revision time, and paid exam leave
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Hybrid working options following onboarding
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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. You’ll be trusted with responsibility and supported with progression.
IFA/Wealth Management experience essential.