Client Manager - Financial Planning

Career
Are you in a similar role with expertise in Financial Planning? Do you aspire to build strong client relationships and become part of the next generation of Financial Advisers?

We’re offering more than just a job; this is your opportunity to grow, learn, and develop under the guidance of our Head of FP Transition & On-boarding. Based in one of our growing Fareham, Manchester, or East Midlands office, you'll gain essential skills for a bright future in financial planning while playing a key role in delivering outstanding client experiences throughout their financial journeys.

About the role
You'll be focusing on clients with straightforward financial planning needs, giving you the chance to refine your skills and make a meaningful impact. Once you’re fully settled, you’ll also enjoy the flexibility of hybrid working.

As a Client Manager you’ll:

• Provide desk-based financial advice to an established client bank.


• Build strong relationships and deliver targeted, expert advice.


• Follow up on a steady stream of quality leads to develop a growing client portfolio.


• Leverage top-tier technology and resources to ensure a seamless client experience.

In return, we'll offer you:

• Ongoing support to advance your qualifications and career.


• A clear pathway to becoming a Financial Planner within two years.


• Hands-on mentoring from experienced leaders in the field.


• The chance to make a real difference in clients’ lives while growing your own future.

Accountabilities

• Engage with existing clients to review needs and requirements and identify new opportunities to deliver them advice or other wealth management services.
  


• Work in partnership with a variety of internal teams to ensure a cohesive and responsive client service.
  


• Work alongside support teams who will provide administrative support.
  


• You will deliver exceptional client service, to manage and grow client relationships.
  


• Ensure our clients are well positioned to meet their financial goals, offering tailored financial advice across investments, pensions, and protection.

Skills and Experience

• Level 4 Diploma in Financial Planning.


• Understanding of retail investments and pensions.
  


• Experience in client management or support, ideally within financial advisory or wealth management.
  


• Love collaborating with colleagues across different teams and locations.
  


• Optimistic person who loves helping others.
  


• Consistent achiever of targets and KPIs wherever you've had them.

Benefits

• Competitive Pension Scheme - we contribute 6%, you 3%


• 26 days holiday plus bank holidays


• Private Medical Insurance


• Life Assurance (4x)


• Group Income Protection


• Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.