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For Companies At a Glance
- Tasks: Manage client relationships and provide tailored financial advice to clients.
- Company: Join SMH Group, a leading professional services company in Sheffield.
- Benefits: Enjoy a competitive salary, pension, life cover, and a supportive work environment.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: 5+ years in financial services with strong communication skills.
- Other info: Collaborative team culture with opportunities for professional development.
The predicted salary is between 36000 - 60000 £ per year.
SMH Group is a multi-disciplined professional services company offering financial planning, accounting, tax and legal expertise across nine offices. We are committed to delivering exceptional client service.
About the role
SMH Financial Services seeks a Client Relationship Manager to join our advisory team. The role involves providing advice and ongoing servicing to own bank of existing service clients, both remotely and face‑to‑face. It also includes due diligence, research and analysis to support efficient advice delivery.
Responsibilities
- Conduct client review meetings (virtual and in person)
- Assess clients’ financial circumstances, needs, objectives, risk attitude and loss capacity
- Evaluate existing financial arrangements
- Carry out due diligence, research and analysis
- Perform calculations (pension contributions, CGT, IHT, income tax)
- Oversee provider illustrations, applications and fund information
- Identify new business opportunities and cross‑group referrals, making applicable recommendations
- Oversee post‑review work passed to the support team
- Monitor client fees
- Conduct client liaison to complete required work
- Handle ad‑hoc client servicing requests
- Maintain client records in the back‑office system
- Co‑operate with clients and third‑party providers
Other duties
- Support advisers with new client enquiries
- Prepare advice suitability reports across various advice areas
- Collaborate with internal colleagues and the wider SMH Group
- Maintain technical knowledge and undertake continuous professional development
Qualifications
- 5+ years of financial services experience
- Knowledge of FCA regulations and compliance requirements
- Senior administrator/paraplanning experience
- Fully diploma qualified
- Positive attitude and strong work ethic
- Excellent interpersonal and communication skills
- Ability to meet tight deadlines and prioritise workload effectively
Desirable
- Experience with private wealth, corporate clients and trusts across financial planning areas
- Experience dealing directly with clients (face‑to‑face or virtual)
- Desire to pursue Chartered status
- Experience working within a team‑based environment
Package
- Full‑time office‑based role
- Competitive salary
- Benefits package – pension and life cover
How to apply
Send your CV to HRadmin@smh.group
Vacancy – Client Relationship Manager – Sheffield employer: SMH Group
Contact Detail:
SMH Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Vacancy – Client Relationship Manager – Sheffield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at SMH Group. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for those client review meetings! Brush up on your knowledge of FCA regulations and compliance requirements. Being well-versed will show you're serious about delivering exceptional client service.
✨Tip Number 3
Show off your interpersonal skills! During interviews, be ready to share examples of how you've built strong relationships with clients. We want to see that you can connect and communicate effectively.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're keen on joining the SMH Group family!
We think you need these skills to ace Vacancy – Client Relationship Manager – Sheffield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Client Relationship Manager role. Highlight your financial services experience and any relevant qualifications to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about client relationships and how your background aligns with our values at SMH Group. Keep it engaging and personal!
Showcase Your Interpersonal Skills: Since this role involves a lot of client interaction, make sure to highlight your communication skills in your application. We want to see examples of how you've successfully managed client relationships in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at SMH Group
✨Know Your Stuff
Make sure you brush up on your financial services knowledge, especially FCA regulations and compliance requirements. Being able to discuss these confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Experience
Prepare specific examples from your 5+ years in financial services that highlight your client relationship skills. Think about times you've successfully assessed clients' needs or handled complex situations – these stories will make you stand out.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on common questions related to client servicing and financial advice. This will help you articulate your thoughts clearly and reduce any interview nerves.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company culture or the advisory team. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
