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Client Manager

Birchlake Recruitment Ltd
Posted 2 days ago, valid for a month
Location

Northwich, Cheshire CW98UD, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A new opportunity is available for a Client Manager at a reputable Chartered Financial Planning firm.
  • The role involves providing client support, developing financial strategies, and ensuring compliance with regulatory standards.
  • Candidates must have a Chartered Insurance Institute Level 4 Diploma in Regulated Financial Planning and experience in a similar role.
  • The salary for this position ranges from £32,000 to £50,000, depending on experience, with additional performance bonuses.
  • The position offers an excellent work-life balance, including 33 days of holiday plus bank holidays and hybrid working options.

A new opportunity has become available for a Client Manager to join a highly reputable, independent Chartered Financial Planning firm.

As a Client Manager, you will:

  • Provide excellent support to clients, keeping them updated responding to their inquiries and arranging regular review meetings

  • Review client circumstances and assist in developing and executing a tailored financial strategy

  • Conduct research to identify suitable financial products and services based on each client's needs

  • Prepare investment strategies, mandates and reports that all comply with regulatory standards

  • Keep up to date with industry trends and compliance and regulatory updates

You will need:

  • A Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification

  • Experience working in a like for like role as a Client Manager

  • Excellent relationship building skills

  • Strong attention to detail

  • A thorough knowledge of regulatory standards

The hired individual will receive:

  • A base salary of £32,000 - 50,000 dependent on experience

  • A performance-driven bonus of up to 7% for achieving key milestones

  • An excellent work life balance with a starting annual leave entitlement of 33 days holiday plus bank holidays

  • Hybrid working

  • Further bonuses, pension and more

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.