Client Manager

Equilibrium Financial Planning; Wilmslow; On-site; GBP 30,000 - 40,000; Full time

Job summary

Equilibrium Financial Planning seeks a dedicated Client Manager to join their award-winning team in Wilmslow. In this role, you will support financial planners by managing client relationships, preparing reports, and ensuring the delivery of tailored financial solutions. With a focus on creating positive impacts, you'll benefit from a culture of growth and collaboration within a rapidly-growing firm known for its commitment to excellence.

Benefits

Minimum of 33 days holiday plus bank holidays

Flexible working framework

Paid study and exam leave

Performance-driven bonus up to 7%

Support for relevant qualifications

Pension and income protection

Qualifications

• Level 4 Diploma in Regulated Financial Planning or equivalent required.
• Experience in client management roles preferred.
• Strong communication and analytical skills are essential.

Responsibilities

• Attend meetings with clients, documenting their financial needs.
• Maintain relationships with clients and monitor their financial objectives.
• Prepare detailed financial strategy and report for client reviews.

Skills

Client Relationship Management

Research and Analysis

Communication

Organizational Skills

Detail-Oriented

Education

CII Level 4 Diploma in Regulated Financial Planning

Tools

Analytics

O&M

Voyant

Papercloud

Nucleus

Job description

Join to apply for the Client Manager role at Equilibrium Financial Planning

1 day ago Be among the first 25 applicants

Join to apply for the Client Manager role at Equilibrium Financial Planning

Get AI-powered advice on this job and more exclusive features.

Equilibrium is more than just a Chartered Financial Planning company—we’re an award-winning, independent firm based in Handforth, Cheshire, with one clear purpose: making people’s lives better. Whether it’s our clients, our team, our community, or anyone who crosses our path! We believe in creating a positive impact in everything we do.

We’ve been named one of the top 10 companies to work for in the Best Companies Top 100 List 2023. Plus, we’re proudly managing over £1.25bn in assets for our clients. Ready to be part of something big? This is where it all happens!

Finding the right people is the secret to our success. We're incredibly proud of our amazing team and their dedication to excellence. Join us and you'll enjoy fantastic benefits, a challenging, exciting role, with boundless opportunities for growth and development. We’re serious about what we do, we don’t take ourselves too seriously though, and make time for fun along the way too!

We're not your typical financial planning firm, and this isn't your typical paraplanner role. We believe that every financial plan should be unique. Our goal is to provide our clients with a life plan that empowers them to live the life they want, look after those they love and leave a powerful legacy. Within the role, you will support our financial planners whilst having day-to-day responsibility for a bank of clients. You will also be expected to proactively manage and build relationships with clients.

To Achieve This, Our New Client Manager Will

• Attend client meetings alongside the Financial Planner and create meeting minutes that accurately reflect the information gathered to fully document a client's financial needs and objectives
• Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings
• Work alongside the Financial Planner following meetings to discuss the client's circumstances and be involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstances
• Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings
• Carry out research and analyse products and services that are appropriate to each client's financial circumstances and discussing appropriate solutions with the Financial Planner
• Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner
• Complete quarterly reviews of clients’ portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities
• Effectively use research and planning systems such as Analytics, O&M, Voyant, Papercloud and wrap platforms such as Nucleus
• Be responsible for ensuring that recommendations are fully implemented in a timely manner
• Maintain up-to-date knowledge of the industry, compliance and regulatory developments
• Work in line with the requirements of the Consumer Duty legislation to achieve the best outcomes for our clients
  
  

Qualifications

Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification

At Equilibrium, We Live Our Values Through The Following

• Integrity – we treat everyone with respect, take responsibility for ourselves and what we do, and are open and authentic in all of our dealings
• Growth – we foster a growth mindset, with a curiosity and desire to learn and grow both professionally and personally
• Simplicity – we look for the clearest path to the best outcome, being adaptable in our approach. We are clear communicators with the ability to land a message appropriate to our audience
• Excellence – we will consistently work to high standards, showing great care and attention to detail in everything that we do
  
  

So why join us?

At Equilibrium, the work environment is fast-paced. We have a hard-working, energetic team, who adapt to change easily. We are a friendly and supportive bunch, and Equilibrium’s culture is rooted in fun, collaboration, learning, and growth. We strive for excellence, setting high standards, while fully committing to supporting and nurturing your development, which means we expect your best but we’ll also give you ours.

Helping people live the lives they want to live, look after those they love, and leave powerful legacies is part of the day job. We genuinely want to help create more choices and more freedom for our clients, ultimately making their lives, and the lives of those around them, better.

To support our team's development, we cover the costs of study materials and exam fees for relevant qualifications. Additionally, we offer paid study and exam leave.

We offer an exciting, performance-driven bonus of up to 7%, designed to reward the entire team for successfully completing projects and achieving key milestones. Our team oriented incentive recognises collective effort and results, ensuring everyone shares in the success.

To ensure a healthy work-life balance, we provide a minimum of 33 days holiday plus bank holidays, which can increase to 38 days based on length of service. We also offer a flexible working framework, allowing team members to work from home when appropriate and where reasonable, flex their work hours, in line with business requirements.

We also provide the benefits you’d expect from an award-winning company such as bonuses, pension, death in service, income protection and more.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

Referrals increase your chances of interviewing at Equilibrium Financial Planning by 2x

Get notified about new Client Manager jobs in Wilmslow, England, United Kingdom.

Manchester, England, United Kingdom 2 weeks ago

Manchester, England, United Kingdom 23 hours ago

Manchester, England, United Kingdom 2 weeks ago

Manchester, England, United Kingdom 2 days ago

Manchester, England, United Kingdom 1 day ago

Manchester, England, United Kingdom 1 month ago

Manchester, England, United Kingdom 2 weeks ago

Stockport, England, United Kingdom 2 weeks ago

Altrincham, England, United Kingdom 1 month ago

Manchester Area, United Kingdom 1 day ago

Manchester, England, United Kingdom 1 week ago

Wilmslow, England, United Kingdom 3 days ago

Manchester Area, United Kingdom 1 week ago

Manchester Area, United Kingdom 1 week ago

Manchester, England, United Kingdom 2 weeks ago

Customer Experience Manager - Trafford, Manchester

Manchester, England, United Kingdom 2 weeks ago

Wilmslow, England, United Kingdom 2 days ago

Wilmslow, England, United Kingdom 4 weeks ago

Client & Service Charge Accounting Manager

Manchester Area, United Kingdom 2 weeks ago

Manchester, England, United Kingdom 3 days ago

Manchester, England, United Kingdom 1 week ago

Manchester Area, United Kingdom 6 days ago

Manchester Area, United Kingdom 3 days ago

Manchester Area, United Kingdom 1 week ago

Manchester, England, United Kingdom 4 weeks ago

Manchester, England, United Kingdom 2 weeks ago

Manchester, England, United Kingdom 3 weeks ago

Manchester, England, United Kingdom 2 weeks ago

Customer Relationship Management Manager

Manchester, England, United Kingdom 1 week ago

Client Accounting and Service Charge Manager

Manchester, England, United Kingdom 5 days ago

Warrington, England, United Kingdom 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.