Client Manager - Financial Planning

Atomos; Fareham; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial advisory firm is seeking a Client Manager in Fareham to provide expert financial advice and build client relationships. This role offers a clear pathway to becoming a Financial Planner within two years, supported by experienced mentors. Candidates with a Level 4 Diploma in Financial Planning and ambitions to grow within the field are encouraged to apply.

Benefits

Pension - 6% employer and 3% employee

26 days holiday plus bank holidays

Private medical insurance

4 x Life Assurance

Group income protection

Working anywhere for up to 4 weeks

Qualifications

• Must be Level 4 Diploma qualified or 1 exam away.
• Ambitions to become an adviser within 2 years.
• Experience in client management or support within financial advisory.

Responsibilities

• Provide desk-based financial advice to clients.
• Build relationships and deliver expert financial advice.
• Identify new opportunities for tailored advice.

Skills

Client Management

Financial Advisory

Retail Investments

Pensions Understanding

Collaboration

Target Achievement

Education

Level 4 Diploma in Financial Planning

Job description

Career
You have expertise in Financial Planning and dream of building strong client relationships. You might be a Paraplanner, or in a similar role already, and you are looking to become part of the next generation of Financial Planners.

If you are looking for an exciting, structured pathway to becoming a Financial Planner within the next two years, we’d love to hear from you.

About the role
We’re offering more than just a job; this is your opportunity to grow, learn, and develop under the guidance of our Head of FP Transition & On-boarding. You’ll focus on clients with straightforward financial planning needs, giving you the chance to refine your skills whilst making a meaningful impact on our clients’ financial journeys.

As a Client Manager based in our Farehamoffice, you’ll:

• Provide desk-based financial advice to an established client bank.
• Build strong relationships and deliver targeted, expert advice.
• Follow up on a steady stream of quality leads to develop a growing client portfolio.
• Leverage top-tier technology and resources to ensure a seamless client experience.

In return, we’ll offer you:

• Ongoing support to advance your qualifications and career.
• A clear pathway to becoming a Financial Planner within two years.
• Hands-on mentoring from experienced leaders in the field.
• The chance to make a real difference in clients’ lives while growing your own future.

Accountabilities

• Engage with existing clients to review needs and requirements.
• Ensure our clients are well positioned to meet their financial goals, offering tailored financial advice across investments, pensions, and protection.
• Identify new opportunities to deliver tailored advice or other wealth management services.
• Collaborate with administrative support teams to ensure a seamless client experience.
• You will deliver exceptional client service, to manage and grow client relationships.

Skills and Experience

• Level 4 Diploma in Financial Planning (or 1 exam away)
• Ambitions to become an adviser within 2 years.
• Understanding of retail investments and pensions.
• Experience in client management or support, ideally within financial advisory or wealth management.
• Love collaborating with colleagues across different teams and locations.
• Optimistic person who loves helping others.
• Consistent achiever of targets and KPIs wherever you've had them.

Benefits

• Pension - 6% employer and 3% employee
• 26 days holiday plus bank holidays
• Private medical insurance
• 4 x Life Assurance
• Group income protection
• Working anywhere for up to 4 weeks

The above is a guide and not exhaustive. We work in an agile way, and you might be involved in lots of different tasks or projects whilst working for us.