Client Relationship Manager, Financial Planning (45k-55k)

W Talent; Sheffield; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Pension scheme

Life assurance

Professional development support

Client-focused environment

Job summary

W Talent is seeking a Client Relationship Manager in Sheffield to bolster relationships with a portfolio of financial planning clients. You will work with the advisory team to service clients, perform financial reviews, and ensure high-quality support throughout the planning journey.

The role requires a minimum of 5 years in Financial Services and a Level 4 Diploma, with expertise in pensions, investments and related planning. A professional, client-focused approach is essential.

Qualifications

• Minimum of 5 years' experience within Financial Services.
• Fully Diploma qualified (Level 4).
• Experience within financial planning, wealth management, paraplanning or client relationship management.

Responsibilities

• Manage and maintain strong relationships with an existing portfolio of financial planning clients.
• Conduct client review meetings both virtually and face-to-face.
• Assess clients' personal circumstances, objectives, attitude to risk and capacity for loss.
• Review existing financial arrangements and identify opportunities to support client needs.
• Complete due diligence, research and analysis across a range of financial planning areas.

Skills

Client relationship management

Financial services knowledge

Communication skills

Organisational skills

Education

Diploma Level 4 (Financial Planning)

Job description

W Talent is seeking a Client Relationship Manager in Sheffield to bolster relationships with a portfolio of financial planning clients. You will work with the advisory team to service clients, perform financial reviews, and ensure high-quality support throughout the planning journey.

The role requires a minimum of 5 years in Financial Services and a Level 4 Diploma, with expertise in pensions, investments and related planning. A professional, client-focused approach is essential.