← Back to opportunities
About the Role
Client Relations Manager role - leading IFA Wealth practice!
Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office.
You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning.
A competitive salary is on offer with this role of up to £33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity!
Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good atten...
Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office.
You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning.
A competitive salary is on offer with this role of up to £33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity!
Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good atten...
Ready to Join Through a Referral?
Apply now and get connected directly with the hiring team
Apply for this Position