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, bonuses, study support, and flexible working options.
- Other info: Clear career progression opportunities and a supportive environment for professional development.
- 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.
Financial Advisor in 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 Wilmslow
✨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 or mentors on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly and understand their approach to financial planning. Be ready to discuss how your experience aligns with their values and client-centric focus. Practise common interview questions and think of examples that showcase your skills.
✨Tip Number 3
Showcase your expertise! Create a portfolio that highlights your achievements in managing high-value clients and delivering tailored financial strategies. This can set you apart from other candidates and give potential employers a glimpse of what you can bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in being part of our team!
We think you need these skills to ace Financial Advisor in Wilmslow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Senior Client Manager. Highlight your experience in wealth management and any specific achievements that showcase your ability to manage high-value clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our client-centric approach. Don’t forget to mention your experience with HNW clients!
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge, be sure to include relevant qualifications and experiences. Mention your Level 4 Diploma and any progress towards Chartered status to show you’re serious about your professional development.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 client-facing, it's crucial to demonstrate your ability to build trust and rapport with clients. Prepare examples of how you've developed relationships with high-value clients and how you've tailored your approach to meet their unique needs.
✨Be Organised and Detail-Oriented
Highlight your organisational skills and attention to detail during the interview. Discuss how you manage client portfolios and ensure that plans align with objectives. You might even want to bring along a sample report or meeting notes to showcase your thoroughness.
✨Stay Updated on Industry Trends
The firm values a strong knowledge of regulatory requirements and industry developments. Make sure you're up-to-date with the latest trends in wealth management and be prepared to discuss how these could impact your clients' financial strategies.