Senior Wealth Planning Administrator/Client Relationship Manager - Cranleigh Personnel : Job Details

Job Title: Senior Wealth Planning Administrator/Client Relationship ManagerLocation: Stansted Mountfitchet - With Monday and Fridays from homeSalary: £30,000 - £45000 DOE

About the Opportunity

We’re working on behalf of a highly respected, whole-of-market financial planning firm to recruit a Client Relationship Manager. This is a fantastic opportunity for someone who is passionate about client care and wants to take ownership of the client journey in a business that truly values relationship-building and personalised service.

This is a relationship-focused role ideally suited to someone from an IFA administration or junior paraplanning background who is looking to step into a more client-facing position whilst also keeping technical administrative duties as well. Anyone whonis keen to develop into an Adviser down the line, there is also growth and development into this role if desired.

Our client is known for delivering holistic financial advice and for cultivating long-term relationships with their clients. The Client Services Manager will play a key role in supporting this, working closely with the lead adviser to ensure the delivery of a first-class experience across every stage of the client journey.

The Role

You’ll be involved in all aspects of the annual review process, including valuations, meeting preparation, documentation, and follow-ups. You’ll also attend client meetings alongside the adviser, ensuring actions are tracked and clients feel fully supported. While this role doesn’t involve research, it will include preparing basic suitability reports and assisting in day-to-day client servicing.

This is a perfect position for someone who enjoys client engagement, wants to develop their advisory skills, and thrives in a close-knit, collaborative team environment.

Key Responsibilities:

• Act as a key point of contact for clients, managing queries and building strong, long-lasting relationships.
• Lead the coordination of the annual review process from end to end, including valuations, documentation, and post-meeting actions.
• Attend client meetings with the adviser, supporting in follow-up and implementation.
• Draft basic suitability reports and maintain accurate client records.
• Work alongside the adviser to continually improve and refine the client journey.

The Ideal Candidate:

• Experience in IFA administration is essential; some paraplanning exposure is a bonus.
• Progress toward the Diploma in Financial Planning (CII or equivalent) is preferred.
• A strong interest in building client relationships and being involved in their financial journey.
• Comfortable attending client meetings and acting as a client-facing representative of the firm.
• Excellent organisational skills and attention to detail.
• A team player who enjoys working collaboratively and contributing to a high-quality advice process.

This Role Would Suit:

• A senior administrator ready to take on more client-facing responsibility.
• A junior paraplanner who loves client interaction and wants to grow those skills
• Someone on the path to becoming an adviser who would relish the chance to develop deep client relationships.
• Anyone looking for a role that can grow into advice down the line, due to the companies expansions plans over the next 5 years, that move through to advice will be supported, and this is a perfect role for developing those soft skills.

Benefits Include:

• Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday.
• Full exam support to Diploma qualified, and through to Chartered.
• Hybrid working with 2 days a week from home.