Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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 with a focus on work-life balance.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- 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) (Permanent) 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) (Permanent) in Cheshire, Wilmslow
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. 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 mentor to boost your confidence and refine your responses.
✨Tip Number 3
Showcase your expertise! Bring along examples of your previous work, such as detailed reports or successful client strategies, to demonstrate your skills during interviews. This will help you stand out from the competition.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Advisor (Investments / Pensions) (Permanent) in Cheshire, Wilmslow
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 this is key for us.
Craft a Compelling Cover Letter: Your cover letter should tell your story! Explain why you’re passionate about financial planning and how your background makes you a great fit for our team. We love seeing personality shine through!
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Use specific examples of how you've supported high-net-worth clients or delivered complex financial strategies to demonstrate your impact.
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 from our team!
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 knowledge, 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
Since this role involves managing relationships with high-value clients, prepare examples that highlight your experience in client management. Think about specific situations where you’ve delivered exceptional service or tailored advice that made a real difference for your clients.
✨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 a complex financial plan. This will demonstrate your problem-solving skills and ability to think on your feet.
✨Understand the Company Culture
Research the firm's culture and values. They pride themselves on being progressive and client-centric, so be prepared to discuss how your personal values align with theirs. Showing that you understand and appreciate their approach will help you stand out as a candidate who fits well within their team.