We are seeking a Client Relationship Manager / Administrator to join our clients'' independent financial advice firm. This role is ideal for someone who thrives in a client-focused environment and is eager to develop a long-term career in financial services. You will play a pivotal role in onboarding new clients, providing exceptional client support, and assisting Financial Advisors with administrative tasks. This is not just an administrative role-it''s a stepping stone to becoming a Paraplanner and, ultimately, a Financial Advisor. If you are ambitious, detail-oriented, and passionate about building strong client relationships, this opportunity offers the training, mentorship, and career progression to help you achieve your professional goals. Key Responsibilities Client Onboarding: Manage the seamless onboarding of new clients, ensuring all documentation is completed accurately and efficiently.Client Support: Act as the first point of contact for client queries, providing professional and timely responses to enhance client satisfaction.Advisor Support: Assist Financial Advisors with administrative tasks, including preparing client reports, maintaining records, and coordinating meetings.Compliance and Accuracy: Ensure all client files and records are maintained in compliance with regulatory standards.Career Development: Take advantage of structured training and mentorship to progress into a Paraplanner role, with the long-term potential to qualify as a Financial Advisor. W