Apply Now
Back To Financial Services Jobs

Client Relationship Manager


Thank you for your application for Client Relationship Manager. You will receive an email with confirmation of your application. Good luck!

Connect with the recruiter managing this role


Salary £30000 - £40000

Recruiter Managing This Role

Client Relationship Manager
Hitchin, Full Time
£32,000 – £40,000

Are you an experienced financial planning administrator seeking to make your next move in the industry?

Maybe you would like to develop in your role, have more client contact or progress to become a para-planner, adviser or just be the best you can be?

An established, successful business, financially secure with a strong brand is looking to add an additional member to the team.
As a Financial Planning practice, they don’t stand still for long, always improving and developing and now it’s time for their next project – investing in you!

To be considered:

  • Experience gained working in an IFA or financial planning practice.
  • Have excellent communication skills (especially phone manor) and be able to develop strong relationships with clients.
  • Ideally experience in using Transact and Intelliflo.
  • Be a team player and keen to join a small dynamic team.
  • Strong in Maths and possess good IT skills.

Also import is that you hold strong family values, total integrity and want to provide the best service


  • Fantastic working environment
  • Ample free parking.
  • Study support
  • Bonus
  • Pension
  • DIS
  • And other benefits, contact us to find out more.

What’s next?

Apply today to be considered for this Junior Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Financial Planning Administrator, Wealth Management Support, Financial Service Admin, Client Liaison, IFA Admin, Adviser Support, Technical Support, Report Writer, Adviser PA

Back To Client Relationship Manager Job Description

Application For Client Relationship Manager