Senior Client Relationship Lead - Complex Wealth Planning

Equilibrium Financial Planning LLP; United Kingdom; Hybrid; GBP 60,000 - 85,000; Full time

Benefits offered by this job

Bonus

Pension

Death in service

Income protection

Study leave

Annual leave

Flexible working

Job summary

Equilibrium Financial Planning LLP in Handforth, Cheshire, is seeking a Senior Client Manager to support our Chartered Financial Planners. You will manage a client bank, document needs, and help deliver tailored financial plans.

Working closely with senior planners, you’ll develop strategies, prepare investment reports, complete portfolio reviews, and mentor junior teammates while upholding regulatory standards.

Qualifications

• CII Level 4 Diploma in Regulated Financial Planning is required or equivalent.
• Ideally working towards or holding CII Level 6 Advanced Diploma in Financial Planning.
• At least five years of relevant experience in financial planning or advisory roles.

Responsibilities

• Attend client meetings with the Financial Planner and document needs and objectives.
• Support delivery of complex planning strategies for a client bank up to £100m.
• Develop and implement financial strategies; proactively solve problems with senior Planners.
• Lead client relationships with confidence and establish trust with clients and the team.
• Research products and services; discuss suitable solutions with the Financial Planner.
• Prepare investment strategy and recommendation reports; ensure regulatory compliance for reviews.
• Conduct portfolio reviews and maintain client files to reflect changing priorities.
• Ensure timely implementation of recommendations.
• Mentor junior team members and be a go‑to resource for exam support.
• Utilise planning systems such as Analytics, Voyant, Papercloud and wrap platforms like Nucleus.
• Maintain up‑to‑date knowledge of industry trends, compliance and Consumer Duty requirements.

Education

CII Level 4 Diploma in Regulated Financial Planning

CII Level 6 Advanced Diploma in Financial Planning (preferred)

5+ years of relevant industry experience

Job description

Equilibrium Financial Planning LLP in Handforth, Cheshire, is seeking a Senior Client Manager to support our Chartered Financial Planners. You will manage a client bank, document needs, and help deliver tailored financial plans.

Working closely with senior planners, you’ll develop strategies, prepare investment reports, complete portfolio reviews, and mentor junior teammates while upholding regulatory standards.