Client Relationship Manager - great for a senior admin / Trainee Paraplanner who wants to progress more technically.Salary: Up to £30,000 Location: Hybrid Working - 2 Days Office Based (Tuesdays and Fridays) / 3 Days Working From HomeThe OpportunityWe are seeking an organised and client-focused Client Relationship Manager to join a growing financial planning business. This is an excellent opportunity for someone with experience within wealth management, financial planning, or financial services administration who enjoys building strong client relationships and supporting advisers to deliver an exceptional client experience.Working closely with advisers, paraplanners, and support teams, you will act as a key point of contact for clients, ensuring a seamless and professional service throughout their financial planning journey.Key ResponsibilitiesClient Relationship ManagementAct as the day-to-day contact for clients.Build and maintain strong, trusted client relationships.Handle client enquiries professionally and efficiently.Deliver a high standard of client service at all times.Adviser SupportSupport advisers in the management of client relationships and portfolios.Prepare meeting packs, valuations, and supporting documentation.Ensure advisers are fully prepared ahead of client meetings.Assist with the implementation of recommendations and ongoing servicing requirements.Report PreparationDraft suitability reports and review documentation.Ensure documentation is accurate, ..... full job details .....