Paraplanner/Client Relationship Manager

Recruit UK | Certified B Corp™; Brighton; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

Join a dynamic wealth management firm as a Paraplanner / Client Relationship Manager in Brighton. This hybrid role blends technical financial planning with client relationship management, offering a unique opportunity to support advisers and enhance client experiences. You will manage portfolios, process new business, and ensure compliance while enjoying a collaborative environment that values your contributions. With a competitive salary of up to £35,000 and a comprehensive benefits package, this role is perfect for proactive individuals looking to grow in the financial services industry.

Benefits

25 days annual leave + 1 wellbeing day

Enhanced benefits package including pension

Full support for professional qualifications

Collaborative team environment

Qualifications

• Experience in financial planning or client services in wealth management.
• Strong knowledge of financial products like pensions and investments.

Responsibilities

• Manage client portfolios across pensions, investments, and protection.
• Prepare documentation and draft suitability reports for adviser meetings.

Skills

Client Communication

Financial Planning

Portfolio Management

Organizational Skills

Proactive Problem Solving

Education

Relevant Financial Qualifications

Tools

CRM Systems

Job description

2 days ago Be among the first 25 applicants

Recruit UK | Certified B Corp provided pay range

This range is provided by Recruit UK | Certified B Corp. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Recruit UK | Certified B Corp

Senior Consultant at Recruit UK | Connecting Top Talent in Financial Services

Job Title: Paraplanner / Client Relationship Manager

Location: Brighton

Salary: Up to £35,000 + Excellent Benefits

Job Reference: 9643

Recruit UK is working with a dynamic and growing wealth management firm in Brighton that’s looking for a talented professional to join their team in a hybrid role combining paraplanning and client relationship responsibilities.

About the Role:

This is an ideal opportunity for someone who enjoys the technical side of financial planning but also thrives on building relationships and keeping the client journey smooth, proactive, and personal.

You’ll be supporting advisers and working closely with clients, helping to manage portfolios, process new business, prepare reports, and ensure top-tier service delivery. The role is varied, hands-on, and client-facing perfect for someone who enjoys autonomy and likes to see the direct impact of their work.

Key Responsibilities:

• Manage and support a portfolio of client cases across pensions, investments, and protection
• Liaise with providers, platforms, and clients to process and track new business applications
• Prepare client files and documentation ahead of adviser meetings
• Draft suitability reports and illustrations based on adviser recommendations
• Handle incoming client queries and proactively keep them updated
• Maintain accurate records and ensure all compliance (KYC/AML) requirements are met
• Collaborate with internal teams to ensure seamless client service and follow-up

What We’re Looking For:

• Previous experience in financial planning, paraplanning, or client services within an IFA/wealth management environment
• Good working knowledge of financial products including pensions, investments, and protection
• Confidence in client communication both written and verbal
• Organised, proactive, and able to manage multiple tasks independently
• Familiarity with CRM/back-office systems and compliance procedures

What You’ll Get:

• Up to £35,000 salary depending on experience
• 25 days annual leave + 1 wellbeing day
• Enhanced benefits package including pension and death in service cover
• Full support for professional qualifications and career development
• A collaborative team environment where your voice is heard and your work is valued

Ready to Take the Next Step?

If you’re ready for a role that gives you variety, responsibility, and the chance to grow with a modern financial planning firm apply now or contact Billy Wright at [e-mail] for more information.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Finance

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