At a Glance
- Tasks: Manage client relationships and deliver tailored financial plans with a focus on complex wealth planning.
- Company: Equilibrium Financial Planning LLP, a leading firm in financial advisory.
- Benefits: Competitive salary, mentoring opportunities, and a supportive team environment.
- Other info: Join a dynamic team dedicated to excellence in financial services.
- Why this job: Make a real difference in clients' financial futures while developing your career.
- Qualifications: Experience in client management and financial planning required.
The predicted salary is between 45000 - 55000 £ per year.
Equilibrium Financial Planning LLP in Handforth, Cheshire, is seeking a Senior Client Manager to support our Chartered Financial Planners.
You will manage a client bank, document needs, and help deliver tailored financial plans.
Working closely with senior planners, you’ll develop strategies, prepare investment reports, complete portfolio reviews, and mentor junior teammates while upholding regulatory standards.
#J-18808-Ljbffr
Senior Client Relationship Lead - Complex Wealth Planning employer: Equilibrium Financial Planning LLP
Equilibrium Financial Planning LLP is an exceptional employer located in Handforth, Cheshire, offering a collaborative work culture that prioritises employee development and mentorship. As a Senior Client Relationship Lead, you will not only manage a diverse client bank but also have the opportunity to grow professionally alongside experienced Chartered Financial Planners, ensuring a rewarding career path in the financial services sector.
Contact Details:
Equilibrium Financial Planning LLP Recruitment Team
