Open role
Client Relationship Manager - Financial Planning
- Aggregated by CV-Library
- Sheffield, South Yorkshire
- Permanent
- Full Time
- £45,000 - £55,000 Per Annum
Job Description
Description
Client Relationship Manager - Financial Planning
Sheffield
£45,000 - £55,000 + Benefits
About the Company
W Talent Finance is a specialist recruitment partner dedicated to placing high-calibre accounting professionals across both practice and commerce & industry markets worldwide. With a deep understanding of the finance landscape, we support clients ranging from leading professional services firms to established regional practices and multi-service professional groups, delivering tailored talent solutions that drive business performance.
We are partnering with a well-established, multi-service accountancy and professional services firm with a strong regional presence and an excellent reputation for delivering trusted advice to businesses and individuals.
With a multi-office structure and a sizeable professional workforce, the business operates at scale while maintaining a strong focus on collaboration, consistency, and delivering high-quality outcomes for its clients.
The organisation promotes a people-focused environment built around shared values of professionalism, teamwork, and integrity. It places emphasis on creating a supportive and inclusive culture where individuals are encouraged to develop, take ownership of their work, and progress within a high-performing but approachable team environment.
The Role
As a Client Relationship Manager within Financial Planning, you will play a key role in supporting and developing long-term relationships with an established portfolio of clients.
Working closely with the advisory team, you will provide ongoing client servicing, undertake financial reviews, complete research and analysis, and ensure clients receive a consistently high level of support throughout their financial planning journey.
This is an excellent opportunity for an experienced financial services professional looking to take ownership of client relationships within a collaborative and client-focused environment.
Key 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
About You
Minimum of 5 years' experience within Financial Services
Fully Diploma qualified (Level 4)
Experience within financial planning, wealth management, paraplanning or client relationship management
Strong understanding of FCA regulations and compliance requirements
Previous experience managing client relationships directly
Experience producing suitability reports and technical financial planning documentation
Strong knowledge of pensions, investments and wider financial planning solutions
Excellent communication and relationship management skills
Highly organised with the ability to manage multiple priorities and deadlines
Strong attention to detail with a commitment to delivering excellent client service
Ambitious and committed to continued professional development
Desire to work towards Chartered status would be advantageous
What's on Offer
Competitive salary of £45,000 - £55,000, depending on experience
Pension scheme
Life assurance
Support for ongoing professional development
Professional membership support
Client-focused working environment with career development opportunities
Regular team engagement activities
Employee benefits package
Client Relationship Manager - Financial Planning
Sheffield
£45,000 - £55,000 + Benefits
About the Company
W Talent Finance is a specialist recruitment partner dedicated to placing high-calibre accounting professionals across both practice and commerce & industry markets worldwide. With a deep understanding of the finance landscape, we support clients ranging from leading professional services firms to established regional practices and multi-service professional groups, delivering tailored talent solutions that drive business performance.
We are partnering with a well-established, multi-service accountancy and professional services firm with a strong regional presence and an excellent reputation for delivering trusted advice to businesses and individuals.
With a multi-office structure and a sizeable professional workforce, the business operates at scale while maintaining a strong focus on collaboration, consistency, and delivering high-quality outcomes for its clients.
The organisation promotes a people-focused environment built around shared values of professionalism, teamwork, and integrity. It places emphasis on creating a supportive and inclusive culture where individuals are encouraged to develop, take ownership of their work, and progress within a high-performing but approachable team environment.
The Role
As a Client Relationship Manager within Financial Planning, you will play a key role in supporting and developing long-term relationships with an established portfolio of clients.
Working closely with the advisory team, you will provide ongoing client servicing, undertake financial reviews, complete research and analysis, and ensure clients receive a consistently high level of support throughout their financial planning journey.
This is an excellent opportunity for an experienced financial services professional looking to take ownership of client relationships within a collaborative and client-focused environment.
Key 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
About You
Minimum of 5 years' experience within Financial Services
Fully Diploma qualified (Level 4)
Experience within financial planning, wealth management, paraplanning or client relationship management
Strong understanding of FCA regulations and compliance requirements
Previous experience managing client relationships directly
Experience producing suitability reports and technical financial planning documentation
Strong knowledge of pensions, investments and wider financial planning solutions
Excellent communication and relationship management skills
Highly organised with the ability to manage multiple priorities and deadlines
Strong attention to detail with a commitment to delivering excellent client service
Ambitious and committed to continued professional development
Desire to work towards Chartered status would be advantageous
What's on Offer
Competitive salary of £45,000 - £55,000, depending on experience
Pension scheme
Life assurance
Support for ongoing professional development
Professional membership support
Client-focused working environment with career development opportunities
Regular team engagement activities
Employee benefits package