W Talent
Client Relationship Manager - Financial Planning
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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.
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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
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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
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