A growing financial services business built around solid client relationships and high-quality advice, this is a workplace where people genuinely care about doing things well. The team is cooperative, down-to-earth, and focused on delivering a great experience for every client. It’s a busy, rapid-moving environment, but one where support is strong and people are backed to succeed.

You will sit right at the centre of the client experience, working closely with Financial Advisers, Planning Assistants, internal specialists, and a range of external stakeholders including clients, accountants, product providers, and more.

This is a high-impact, hands-on Relationship Manager role where you sit right at the centre of the action, driving the client experience, keeping communication flowing, and making things happen behind the scenes. You will be the trusted first point of contact for clients, guiding them through their journey while working closely with Advisers to ensure everything runs smoothly, efficiently, and to a high standard.





Every day brings energy, variety, and momentum, in a fast-moving environment where your organisation, initiative, and communication skills directly shape the client experience and contribute to the success of the team.
Be the main connection between clients and Financial Advisers, building solid, trusted relationships
Provide ongoing support, communication, and guidance to clients across their journey
Support Financial Advisers with accurate, compliant, and timely administration
Manage client records, workflow tasks, and ensure all information is kept up to date and compliant
Communicate proactively across phone, email, and face-to-face interactions, resolving queries efficiently
Support day-to-day office operations including coordination, supplies, mail, and general office support

ABOUT YOU

This role suits someone who brings energy, organisation

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