Senior Client Relationship Manager – Financial Planning

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

Benefits offered by this job

Pension scheme

Life assurance

Professional development support

Membership for professional bodies

Client-focused environment

Job summary

W Talent is recruiting a Client Relationship Manager within Financial Planning in Sheffield. You will support and develop long-term client relationships, conduct reviews, and collaborate with the advisory team to deliver high-quality financial planning services.

The role requires extensive experience in financial planning, wealth management, and regulatory compliance, with opportunities for professional development and Chartered status.

Qualifications

• Minimum of 5 years' experience within Financial Services.
• Experience within financial planning, wealth management, paraplanning or client relationship management.
• Strong understanding of FCA regulations and compliance requirements.
• Experience producing suitability reports and technical financial planning documentation.
• Ambition to progress toward Chartered status is advantageous.

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 and risk tolerance.
• Review financial arrangements and identify opportunities to support client needs.
• Prepare suitability reports and advice documentation.
• Maintain accurate client records and ensure timely delivery of advice.

Skills

Client relationship management

Financial services experience

Communication

Organisation

Education

Diploma Level 4

Job description

W Talent is recruiting a Client Relationship Manager within Financial Planning in Sheffield. You will support and develop long-term client relationships, conduct reviews, and collaborate with the advisory team to deliver high-quality financial planning services.

The role requires extensive experience in financial planning, wealth management, and regulatory compliance, with opportunities for professional development and Chartered status.