Hybrid Client Relationship Pro & Trainee Paraplanner

Reed; Exeter; Hybrid; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Salary up to £30k

Hybrid working

Supportive team

Career development

Exposure to advisers

Job summary

Reed is 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.

You will work closely with advisers, paraplanners, and support teams as a key contact for clients, ensuring a

Qualifications

• Experience within a financial planning, wealth management, or financial services environment.
• Strong understanding of client servicing processes.
• Excellent written and verbal communication skills.
• Strong organisational and time management abilities.
• High attention to detail and accuracy.
• Confidence working with multiple stakeholders and managing competing priorities.

Responsibilities

• Act 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.
• Support advisers in managing client relationships and portfolios.
• Prepare meeting packs, valuations, and supporting documentation.

Skills

Experience in wealth management

Client servicing processes

Written and verbal communication

Organisational and time management

Attention to detail

Stakeholder management

Job description

Reed is 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.

You will work closely with advisers, paraplanners, and support teams as a key contact for clients, ensuring a