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- Tasks: Manage high-value client relationships and deliver tailored financial strategies.
- Company: Respected independent financial planning firm with a progressive culture.
- Benefits: Competitive salary, bonus structure, study support, and flexible working.
- Other info: Opportunities for career progression and professional development in a hybrid working 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.
Locations
Financial Advisor in Cheshire, Warrington employer: IRCFS - International Recruiters - Connecting Financial Specialists Limited
Contact Detail:
IRCFS - International Recruiters - Connecting Financial Specialists Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Cheshire, Warrington
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management industry. Attend events, join 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 and its culture, and think about how your experience aligns with their values. Practice common interview questions and be ready to discuss your technical knowledge in pensions, investments, and estate planning.
✨Tip Number 3
Showcase your client relationship skills! In this role, building trust with high-net-worth clients is key. Be ready to share examples of how you've successfully managed client relationships and delivered tailored financial advice in the past.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job. Plus, it shows you’re serious about joining our team and makes it easier for us to keep track of your application.
We think you need these skills to ace Financial Advisor in Cheshire, Warrington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your experience in wealth management and client relationships, as these are key for this role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Senior Client Manager position. Share specific examples of how you've successfully managed high-value clients and delivered tailored financial advice.
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge across pensions, investments, and estate planning, be sure to mention any relevant qualifications or experiences that demonstrate your expertise in these areas.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at IRCFS - International Recruiters - Connecting Financial Specialists Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and estate planning. The firm is looking for someone with strong expertise, so be ready to discuss complex financial strategies and how you've successfully managed high-net-worth clients in the past.
✨Showcase Your Client Relationship Skills
Since this role is all about managing relationships, think of specific examples where you've built trust with clients or resolved issues effectively. Prepare to share stories that highlight your communication skills and ability to deliver tailored advice.
✨Be Organised and Detail-Oriented
The job requires excellent attention to detail, so demonstrate this during your interview. Bring along a well-organised portfolio of your previous work, including meeting notes and reports, to showcase your ability to manage complex information and client portfolios.
✨Understand Their Culture
Research the firm's internal culture and values. They pride themselves on being progressive and client-centric, so be prepared to discuss how your personal values align with theirs. This will show that you're not just a fit for the role, but also for the team.