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Client Relationship Manager

Job in Liverpool, Merseyside, L1, England, UK
Listing for: Mitchell Hall Consulting
Full Time position
Listed on 2026-05-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor, Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 30000 - 35000 GBP Yearly GBP 30000.00 35000.00 YEAR
Job Description & How to Apply Below
Wealth Planning Practice - Client Relationship Manager role

My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office.

You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team.

A competitive salary package is on offer with this role, depending on experience (between £30,000 to £35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits!

Ideally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer.

Click and apply ASAP, as a short list is being drawn up for interview
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