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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, bonuses, 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. For a confidential discussion, please get in touch directly.
Financial Advisor in 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 Warrington
✨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 Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them you’re not just a fit for the role, but also a great cultural match!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a simple way to show appreciation and keep you fresh in their minds. We suggest mentioning something specific from the conversation to make it personal.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and eager to join our team!
We think you need these skills to ace Financial Advisor in Warrington
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 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 Achievements: Don’t just list your responsibilities; share your successes! Whether it’s managing high-value clients or delivering complex financial strategies, we want to see how you’ve made a difference in your previous roles.
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. Be prepared to share stories that highlight your communication skills and ability to deliver tailored advice.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving abilities. Think about how you would handle various client situations, such as portfolio reviews or implementing financial recommendations, and articulate your thought process clearly.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the firm's approach to client management or how they support professional development. This shows your genuine interest in the role and helps you gauge if the company culture aligns with your values.