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For Companies At a Glance
- Tasks: Manage client relationships and deliver tailored financial strategies for high-net-worth individuals.
- Company: Join a respected, independent wealth management firm with a progressive culture.
- Benefits: Competitive salary, bonuses, flexible working, and funded qualifications.
- Other info: Clear career progression opportunities and a supportive work environment.
- Why this job: Work with high-value clients and complex financial planning in a collaborative team.
- 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.
Locations
Financial Advisor in Cheshire, Wilmslow 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, Wilmslow
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Informational Interview
Set up informal chats with professionals already working in wealth management. This is your chance to learn about their experiences and get insider tips. Plus, it shows your genuine interest in the field, which can really make you stand out when applying for roles.
✨Showcase Your Skills
When you get the chance to meet potential employers, be ready to demonstrate your expertise. Bring along examples of your work or case studies that highlight your problem-solving skills. We want to see how you can add value to their team!
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us not only makes your application easier but also shows you’re serious about joining our fantastic team. Let’s get you that dream job together!
We think you need these skills to ace Financial Advisor in Cheshire, 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 in wealth management and client relationships to show us you’re the right fit for this Senior Client Manager role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your background aligns with our innovative approach. Keep it concise but impactful!
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge, don’t shy away from mentioning your expertise in pensions, investments, and estate planning. We want to see how you can support our clients with tailored advice.
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 Management Skills
Prepare examples of how you've built and maintained relationships with clients. Think about specific instances where you’ve gone above and beyond to deliver exceptional service. This role is client-facing, so demonstrating your ability to connect with clients will be key.
✨Be Ready to Discuss Regulatory Knowledge
Familiarise yourself with current regulatory requirements and industry developments. The firm values compliance and consumer duty, so be prepared to discuss how you ensure that your advice aligns with these standards and delivers the best outcomes for clients.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to wealth management and their internal culture. This shows your genuine interest in the role and helps you assess if it’s the right fit for you. Plus, it gives you a chance to engage with the interviewers on a deeper level.