At a Glance
- Tasks: Lead and develop a growing client engagement hub while managing a team.
- Company: Leading financial planning organisation with a focus on client engagement.
- Benefits: Up to £60,000 salary, bonus, 25 days holiday, and private healthcare.
- Other info: Hybrid working model with access to London office and excellent career growth.
- Why this job: Make a real impact in client engagement and lead a dynamic team.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and team management experience.
The predicted salary is between 60000 - 60000 £ per year.
Recruit UK are working with a leading financial planning organisation who are seeking a Client Engagement Manager to lead and develop their growing engagement hub. This is a great opportunity for someone who enjoys managing people, refining processes, and still being hands-on with high-quality client engagement.
The Role:
- Oversee the full engagement function, starting with managing one associate and expanding the team as lead volume grows.
- Work across multiple lead sources, digital, event/webinar-based, and partnerships, ensuring leads are validated, prioritised, and allocated efficiently.
- Manage, support, and develop the Client Engagement Associate.
- Validate leads from multiple sources and allocate them through relevant channels.
- Handle complex or higher priority leads directly.
- Oversee partnerships, ensuring strong process flow and relationship management.
- Lead webinars, presentations, and client-facing sessions as required.
- Review and improve scripts, KPIs, and quality frameworks.
- Support occasional content creation related to client engagement.
- Ensure data accuracy and consistency across systems.
- Monitor upcoming calls, pipeline activity, and overall lead quality.
- Drive continuous improvement of engagement processes and team performance.
- Lead by example to demonstrate best practice.
- Work with internal stakeholders to ensure a smooth client experience, and maximisation of results from marketing efforts.
Skills and experience required:
- Level 4 Diploma in Regulated Financial Planning.
- Strong understanding of the financial planning process.
- Experience managing or mentoring a team, or stepping up into leadership (desirable).
- Proven track record in lead management, client engagement, or advice support roles.
- Comfortable in a target-driven, performance-focused environment.
- Confident hosting webinars or delivering client presentations.
What’s in it for you:
- Salary up to £60,000.
- Discretionary bonus.
- 5% pension.
- 25 days holiday + bank holidays (option to buy a further 5 days).
- Group life cover x4.
- Private healthcare.
- Hybrid working – home-based with access to London hub locations.
Client manager employer: Recruit UK
Join a leading financial planning organisation that values its employees and fosters a collaborative work culture. As a Client Engagement Manager, you will benefit from a competitive salary, discretionary bonuses, and a generous holiday allowance, all while enjoying the flexibility of hybrid working between home and our vibrant London office. With a strong focus on employee development and continuous improvement, this role offers a unique opportunity to lead a growing team and make a meaningful impact in client engagement.
StudySmarter Expert Advice🤫
We think this is how you could land Client manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Client Engagement Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Get your hands dirty with some research! Familiarise yourself with the company’s engagement strategies and think about how you can contribute. When you land that interview, you’ll impress them with your knowledge and ideas.
✨Tip Number 3
Practice makes perfect! Prepare for potential interview questions by role-playing with a friend or using online resources. Focus on showcasing your experience in managing teams and client engagement – that’s what they’re really after!
✨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 and engaged in their job search.
We think you need these skills to ace Client manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the Client Engagement Manager role. Highlight your experience in managing teams and client engagement, and don’t forget to mention any relevant qualifications like the Level 4 Diploma in Regulated Financial Planning.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for financial planning and your ability to lead and develop teams. Be sure to mention specific examples of how you've improved processes or engaged clients in the past.
Showcase Your Skills:In your application, emphasise your experience with lead management and client engagement. If you’ve hosted webinars or delivered presentations, make sure to include that too! We love seeing candidates who are confident and comfortable in client-facing roles.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Recruit UK
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of the financial planning process. Since this role is all about client engagement in a financial services context, being able to discuss relevant topics confidently will show that you're serious about the position.
✨Showcase Your Leadership Skills
Even if you haven't held a formal leadership role before, think of examples where you've mentored or supported others. Be ready to share how you can lead a team and improve processes, as this is key for the Client Engagement Manager role.
✨Prepare for Webinars and Presentations
Since you'll be leading webinars and client-facing sessions, practice your presentation skills. Have a few engaging stories or case studies ready to demonstrate your ability to connect with clients and convey information effectively.
✨Understand the Importance of Data Accuracy
Familiarise yourself with the importance of data accuracy in lead management. Be prepared to discuss how you would ensure data consistency across systems and how it impacts client engagement and overall performance.
