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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, flexible working, and career progression.
- Other info: Hybrid working available, promoting work-life balance.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- 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.
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.
- 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
- Oversee the implementation of recommendations in a timely manner
- Maintain strong knowledge of regulatory requirements and industry developments
Requirements:
- Level 4 Diploma in Financial Planning (or equivalent) – essential
- 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
Clear opportunities for career progression and professional development. Competitive bonus structure and comprehensive benefits package. Flexible working environment promoting work-life balance. 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 (Investments / Pensions) 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 (Investments / Pensions) in Cheshire, Wilmslow
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join online forums. The more people you know, the better your chances of landing that Senior Client Manager role.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to wealth management. We recommend role-playing with a friend or using mock interview tools to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your expertise! Bring along examples of your previous work, such as detailed reports or successful client strategies. This will demonstrate your hands-on experience and ability to deliver tailored advice.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Financial Advisor (Investments / Pensions) 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 expertise in wealth management, especially with high-net-worth clients, to show us you’re the right fit for this 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 client-centric approach. Be genuine and let your personality come through.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to manage complex financial strategies. Numbers speak volumes, so if you’ve increased client portfolios or improved service delivery, let us know!
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. We can’t wait to hear from you!
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 knowledge of investments, pensions, and estate planning. The firm is looking for someone with strong technical expertise, so be ready to discuss complex financial strategies and how you've successfully implemented them in the past.
✨Showcase Your Client Management Skills
Since this role involves managing high-value clients, prepare examples that highlight your experience in building and maintaining client relationships. Think about specific instances where you’ve gone above and beyond to deliver exceptional service.
✨Prepare for Scenario Questions
Expect to face scenario-based questions during the interview. Practice how you would handle various client situations, such as addressing a client's concerns about market volatility or presenting tailored investment recommendations.
✨Research the Firm's Culture
This company prides itself on its innovative approach and strong internal culture. Familiarise yourself with their values and recent developments in the industry. This will not only help you align your answers but also show your genuine interest in becoming part of their team.