Client Manager - Financial Planning

Client Manager Prestigious Financial Planning Firm Manchester Competitive Salary + Benefit's

Make your application after reading the following skill and qualification requirements for this position.
The Opportunity An outstanding opportunity has arisen to join one of the North West's most respected and well-established financial planning businesses.
The firm has built an exceptional reputation for delivering high-quality, holistic financial planning advice and works with a diverse client base that includes high-net-worth individuals, business owners, entrepreneurs, senior professionals and families. Following a sustained period of growth, the business is now seeking to appoint a Client Manager to join its expanding Manchester team.
This is a career opportunity rather than simply another administration role. The successful individual will become an integral part of the client relationship function, working alongside highly experienced Chartered Financial Planners and playing a key role in delivering the exceptional service standards for which the firm is renowned.
The Role Working closely with a team of advisers, you will act as a trusted point of contact for clients throughout their financial planning journey.
You will be responsible for managing ongoing client servicing requirements, coordinating annual reviews, obtaining information from providers, overseeing the implementation of advice recommendations and ensuring that clients receive a seamless and professional experience at every stage of the advice process.
The position offers significant client interaction and the opportunity to build long-term relationships with a sophisticated and varied client base.
The Clients One of the most attractive aspects of this opportunity is the quality and diversity of the clients you will support.
The firm advises:
High-net-worth individuals
Business owners and entrepreneurs
Company directors and senior professionals
Families and private clients
Retirement and pension planning clients
As part of a wider professional services environment, the business benefits from a consistent flow of referrals and introductions, providing exposure to a particularly high-quality client base rarely found within traditional financial planning practices.
Career Development The business has a strong track record of developing talented individuals and promoting from within.
For ambitious professionals looking to build a long-term career within financial planning, the role offers genuine progression opportunities into areas such as:
Senior Client Relationship Management
Team Leadership
Paraplanning
Shadow Financial Adviser
Financial Planning and Advice
Ongoing professional development and support towards industry qualifications are actively encouraged.
About You Applications are welcomed from individuals currently working within financial planning, wealth management, banking or mortgage services who possess strong client relationship skills and a genuine passion for delivering outstanding service.
You may currently be working as a Client Manager, Client Relationship Manager, Client Services Executive, Senior Financial Planning Administrator, Senior IFA Administrator or within a similar client-facing financial services position.
Why Join? This is an opportunity to join a highly regarded financial planning business where professionalism, client service and career development sit at the heart of the culture. xwzovoh
You will work alongside experienced Chartered Financial Planners, support a prestigious client base and become part of a collaborative and growing team that is committed to investing in its people for the long term.