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- Tasks: Manage high-value client relationships and deliver tailored financial strategies.
- Company: Reputable independent financial planning firm with a progressive culture.
- Benefits: Competitive salary, bonuses, flexible working, and study support for qualifications.
- Other info: Opportunities for career progression and professional development in a supportive environment.
- Why this job: Join a collaborative team and work with high-net-worth clients on complex financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and 5 years' experience in wealth management.
The predicted salary is between 50000 - 70000 £ per year.
I'm currently partnering with a highly respected, independent financial planning firm to hire a Senior Client Manager to join their growing team in Cheshire. This is a fantastic opportunity to join a progressive, client-centric wealth management business managing significant assets for high-net-worth individuals and families. The firm is known for its innovative approach to financial planning, strong internal culture, and commitment to delivering genuinely tailored advice.
The Role
This is a hands-on, client-facing position where you will work closely with Financial Planners while also taking ownership of your own client relationships. You'll play a key role in delivering complex financial planning strategies, supporting clients with substantial portfolios, and ensuring exceptional service throughout the client journey.
Key Responsibilities
- Attend client meetings alongside Financial Planners and produce detailed meeting notes
- Support the delivery of complex financial planning and wealth strategies
- Manage and develop relationships with a bank of high-value clients
- Conduct research and analysis to support tailored financial recommendations
- Prepare high-quality investment and recommendation reports
- Carry out regular portfolio reviews and ensure client plans remain aligned with objectives
- Oversee the implementation of recommendations in a timely manner
- Act as a technical point of contact within the team, supporting and mentoring junior staff
- Maintain strong knowledge of regulatory requirements and industry developments
- Work in line with Consumer Duty to deliver the best client outcomes
About You
- Level 4 Diploma in Financial Planning (or equivalent) – essential
- Working towards or holding Chartered status (Level 6) – desirable
- Minimum 5 years’ experience in wealth management / financial planning
- Strong technical knowledge across pensions, investments, and estate planning
- Experience supporting or working with HNW / UHNW clients
- Confident communicator with the ability to build trust with clients and senior stakeholders
- Highly organised with excellent attention to detail
Why Consider This Role?
- Join a forward-thinking, independent firm with a strong reputation
- Work with high-value clients and complex planning scenarios
- Be part of a collaborative, high-performing team
- Clear opportunities for career progression and professional development
- Study support, including funded qualifications and exam leave
- Competitive bonus structure and comprehensive benefits package
- Flexible working environment promoting work-life balance
Location
Wilmslow, Cheshire (Hybrid Working available)
If you’re an experienced Senior Paraplanner or Client Manager looking to step into a more client-facing, strategic role, this could be an excellent next move. For a confidential discussion, please get in touch directly.
Financial Advisor - Senior Client Manager in Wilmslow employer: Independent Resourcing Consultancy Ltd
Contact Detail:
Independent Resourcing Consultancy Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - Senior Client Manager in Wilmslow
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly and understand their approach to financial planning. Be ready to discuss how your experience aligns with their values and client-centric focus. Practise common interview questions and think of examples that showcase your skills in managing high-value clients.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Mention something specific from your conversation to remind them of your fit for the role. It shows you’re genuinely interested and keeps you on their radar.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications and updates all in one place!
We think you need these skills to ace Financial Advisor - Senior Client Manager in Wilmslow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience with high-net-worth clients and any relevant qualifications, like your Level 4 Diploma in Financial Planning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've successfully managed client relationships and delivered tailored financial strategies in the past.
Showcase Your Communication Skills: As a Senior Client Manager, strong communication is key. In your application, demonstrate your ability to build trust and rapport with clients and stakeholders. A well-structured application will show us you can communicate effectively.
Apply Through Our Website: We encourage you to apply directly through our website. This way, we can ensure your application gets the attention it deserves, and you’ll be one step closer to joining our fantastic team!
How to prepare for a job interview at Independent Resourcing Consultancy Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and estate planning. Being able to discuss these topics confidently will show that you're well-prepared and serious about the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed high-value client relationships in the past. Think about specific challenges you faced and how you overcame them, as this will demonstrate your ability to build trust and deliver exceptional service.
✨Research the Firm
Get to know the company’s culture and values. Understanding their innovative approach to financial planning will help you align your answers with what they’re looking for, making you a more attractive candidate.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask during the interview. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you. Consider asking about their approach to client relationships or how they support professional development.