W Talent is seeking a Client Relationship Manager in Sheffield to bolster relationships with a portfolio of financial planning clients. You will work with the advisory team to service clients, perform financial reviews, and ensure high-quality support throughout the planning journey.
The role requires a minimum of 5 years in Financial Services and a Level 4 Diploma, with expertise in pensions, investments and related planning. A professional, client-focused approach is essential.
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Client Relationship Manager, Financial Planning (45k-55k) in Sheffield employer: W Talent
W Talent is an exceptional employer that values its employees by offering a dynamic work culture and opportunities for professional growth within the property sector. With a focus on compliance and high standards, employees are empowered to make impactful decisions while enjoying the flexibility of a field-based role across the vibrant South Mids/North London region. The company fosters collaboration with internal teams and external contractors, ensuring a supportive environment where innovative solutions thrive.
