Client Relationship Manager (Wealth Management)

Client Relationship Manager (Wealth Management)Salary: £30k + bonus + great company benefitsLocation: HoveHours: Mon-Fri 9am - 5pmHybrid Working: 3 days office / 2 days remote after trainingA fantastic opportunity has arisen for an experienced Client Relationship Manager to join a well-established and highly regarded Wealth Management firm based in Hove.This role would suit someone with strong financial services / IFA administration experience who can confidently manage end-to-end client processing, support advisers and provide an outstanding client service experience.You will play a key role in supporting advisers with client portfolios, ensuring new business is processed efficiently while maintaining strong relationships with both clients and product providers.Key ResponsibilitiesManaging end-to-end processing of financial products including ISAs, pensions and GIAs.Processing new business applications and tracking them through to completion.Handling fund switches, withdrawals and investment updates.Preparing documentation and supporting annual financial review meetings.Liaising with platform providers, insurers and product providers.Maintaining accurate client records and updating back-office systems.Ensuring all compliance requirements including KYC and AML checks are completed.Supporting advisers and paraplanners in preparing client documentation.Building strong relationships with clients, providers and internal teams.Skills and Experience RequiredPrevious experience ..... full job details .....