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Client Manager

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Location

Liverpool

Salary Competitive
TypePermanent
WorkplaceOn-Site
Ref88514

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:

  • Act as a primary point of contact for both advisers and clients

  • Full case ownership, including processing new business and managing existing client servicing

  • Exposure to complex financial planning areas including pensions, investments, and trusts

  • Collaborate closely with Paraplanners and Compliance to ensure seamless delivery

What’s offered:

  • Salary up to £40,000, commensurate with experience

  • Career development support: financial assistance for qualifications, dedicated revision time, and paid exam leave

  • Hybrid working options following onboarding

  • 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.

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Application For Client Manager