Strategic Client Relations 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

Employee benefits package

Team engagement

Job summary

W Talent is seeking a seasoned Client Relationship Manager within Financial Planning to support an established portfolio in Sheffield. You will deliver proactive client servicing, conduct reviews, and help advisers with insightful financial planning documentation.

With a minimum of five years in financial services, you will be diploma qualified (Level 4) and proficient in pensions, investments and regulatory compliance.

Qualifications

• Minimum of 5 years' experience within Financial Services.
• Fully Diploma qualified (Level 4).
• Experience within financial planning, wealth management or client relationship management.
• Strong understanding of FCA regulations and compliance requirements.

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.
• Carry out calculations including pensions, Capital Gains Tax, Inheritance Tax and Income Tax.
• Review provider illustrations, applications and supporting documentation.
• Prepare suitability reports and advice documentation.
• Monitor completion of client actions and ensure excellent ongoing service delivery.
• Identify opportunities for additional support and relevant cross-group referrals.
• Maintain accurate client records and ensure systems are kept up to date.
• Liaise with clients, providers and internal teams to ensure efficient delivery of advice.
• Support advisers with new client enquiries where required.
• Maintain technical knowledge through ongoing professional development.

Skills

Relationship management

Client servicing

Financial planning knowledge

Communication

Organisational skills

Regulatory compliance

Education

Diploma (Level 4)

Job description

W Talent is seeking a seasoned Client Relationship Manager within Financial Planning to support an established portfolio in Sheffield. You will deliver proactive client servicing, conduct reviews, and help advisers with insightful financial planning documentation.

With a minimum of five years in financial services, you will be diploma qualified (Level 4) and proficient in pensions, investments and regulatory compliance.