At a Glance
- Tasks: Deepen client relationships and deliver tailored financial planning for high-value clients.
- Company: Equilibrium Financial Planning, a leading firm in Wilmslow with a focus on client success.
- Benefits: Hybrid working, flexible hours, and the chance to work alongside experienced planners.
- Other info: Join a dynamic team with opportunities for professional development.
- Why this job: Own the advisory process and grow your career in a supportive environment.
- Qualifications: Experience in financial planning and strong relationship management skills.
The predicted salary is between 60000 - 75000 £ per year.
Equilibrium Financial Planning in Wilmslow is seeking a Senior Client Manager to deepen client relationships and deliver tailored financial planning.
You’ll manage 30–40 clients with assets up to £100m, working alongside our most experienced planners and including the CEO in some cases.
This role supports hybrid working with a minimum of three office days, core hours 10 to 4, and a 37.5-hour week.
You’ll have the autonomy to own the advisory process and grow with us.
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Senior Client Manager: Life-Focused Financial Planning in Wilmslow employer: Equilibrium Financial Planning
Equilibrium is an exceptional employer, offering a unique opportunity for Pension Paraplanners to focus on meaningful client relationships without the pressure of sales targets. Located in Wilmslow, our award-winning firm fosters a supportive work culture with hybrid working options, dedicated admin support, and genuine career growth opportunities, allowing you to thrive in your role while enjoying a balanced life.
Contact Details:
Equilibrium Financial Planning Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Manager: Life-Focused Financial Planning in Wilmslow
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Equilibrium Financial Planning. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Client Manager: Life-Focused Financial Planning in Wilmslow
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Equilibrium Financial Planning.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Equilibrium Financial Planning's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Equilibrium Financial Planning
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Equilibrium Financial Planning.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Equilibrium Financial Planning will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Equilibrium Financial Planning employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
