Client Relationship Manager – Hybrid (2 days office, 3 days WFH)

About the role

This position is for a Client Relationship Manager who will act as the primary point of contact for clients of a growing financial planning practice. The role blends senior administrative duties with a trainee paraplanner pathway, offering a hybrid schedule of two office days (Tuesdays and Fridays) and three remote days.

Key responsibilities

• Serve as the day‑to‑day contact for clients, handling enquiries and maintaining strong relationships.
• Support advisers by preparing meeting packs, valuations, and documentation ahead of client meetings.
• Draft suitability reports, review documentation and ensure compliance with regulatory standards.
• Coordinate annual review processes, preparing review packs and following up on actions.
• Assist with migration of client assets onto a modern investment platform, liaising with providers and internal teams.
• Maintain accurate client records, monitor workflows and ensure deadlines are met.

Required profile

• Experience in financial planning, wealth management or a related financial services environment.
• Strong understanding of client servicing processes and regulatory requirements.
• Excellent written and verbal communication skills.

Required skills

What we offer

• Salary up to £30,000 per year.
• Hybrid working – 2 days in the Exeter office and 3 days remote.
• Opportunity to develop paraplanning and technical finance expertise.