Wealth Management Professional

19 hours ago


East Liverpool, Ohio, United Kingdom CV-Library Full time
Client Relationship Manager Role

We are seeking a skilled Client Relationship Manager to join our successful Wealth Management practice in Liverpool, Merseyside. As a key member of our team, you will be responsible for supporting IFA Administrators, Financial Planners & Paraplanners with new business administration, client suitability letters, and other aspects of financial services administration.

A competitive salary package is on offer for this role, depending on experience (£30,000-£35,000 per annum), along with pension benefits, holiday entitlement, and other benefits.

The ideal candidate will have experience within an IFA/Wealth office or Financial Services business, good knowledge of financial products such as investments and pensions, and strong organisational skills.

This full-time position offers hybrid working and the opportunity to work in a friendly and professional office environment.

About the Job
  • Job Title: Client Relationship Manager
  • Location: Liverpool, Merseyside
  • Contract: Permanent
  • Hours: Full Time

The estimated salary for this role is £32,500 per annum.



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