Client Manager – IFA Administrator / Paraplanner Support

About the role

We are looking for a Client Manager to act as the primary point of contact for a portfolio of clients, handling all non‑advice matters. The role blends adviser support, paraplanning elements and client interaction, offering a clear progression path towards becoming a Financial Planner.

Key responsibilities

• Allocate and manage a portfolio of clients, serving as their main contact for administrative and relationship matters.
• Coordinate the client onboarding process from start to finish, ensuring smooth hand‑over to advisers.
• Support advisers with client‑related documentation and compliance requirements.
• Maintain accurate client records and monitor service delivery standards.
• Identify opportunities for client service improvement and contribute to team initiatives.

Required profile

• Experience working as an IFA Administrator, Paraplanner or in client support within an IFA firm.
• Desire for greater autonomy and interest in client interaction.
• Motivation to develop qualifications with the CII and progress towards a Financial Planner role.
• Basic knowledge of regulatory exams (RO) is desirable.

Required skills

What we offer

• Competitive salary range £27,000‑£35,000 per year.
• Bonus scheme as part of the overall package.
• Support for CII qualification development.
• Clear career progression towards Financial Planning.
• Full‑time, onsite role with a convenient Chester location.