At a Glance
- Tasks: Manage client relationships and provide tailored financial planning support.
- Company: W Talent Finance, a leading recruitment partner in the finance sector.
- Benefits: Competitive salary, pension scheme, life assurance, and professional development support.
- Other info: Dynamic environment with excellent career growth and regular team engagement activities.
- Why this job: Join a collaborative team and make a real impact on clients' financial journeys.
- Qualifications: 5+ years in Financial Services with strong client relationship management skills.
The predicted salary is between 45000 - 55000 £ per year.
Sheffield £45,000 - £55,000 + Benefits
About the Company
W Talent Finance is a specialist recruitment partner dedicated to placing high-calibre accounting professionals across both practice and commerce & industry markets worldwide. We are partnering with a well-established, multi-service accountancy and professional services firm with a strong regional presence and an excellent reputation for delivering trusted advice to businesses and individuals. The organisation promotes a people-focused environment built around shared values of professionalism, teamwork, and integrity.
The Role
As a Client Relationship Manager within Financial Planning, you will play a key role in supporting and developing long-term relationships with an established portfolio of clients. This is an excellent opportunity for an experienced financial services professional looking to take ownership of client relationships within a collaborative and client-focused environment.
Key Responsibilities
- Manage and maintain strong relationships with an existing portfolio of financial planning clients
- Conduct client review meetings both virtually and face-to-face
- Assess clients' personal circumstances, objectives, attitude to risk and capacity for loss
- Review existing financial arrangements and identify opportunities to support client needs
- Complete due diligence, research and analysis across a range of financial planning areas
- Carry out calculations including pensions, Capital Gains Tax, Inheritance Tax and Income Tax
- Review provider illustrations, applications and supporting documentation
- Prepare suitability reports and advice documentation
- Monitor completion of client actions and ensure excellent ongoing service delivery
- Identify opportunities for additional support and relevant cross-group referrals
- Maintain accurate client records and ensure systems are kept up to date
- Liaise with clients, providers and internal teams to ensure efficient delivery of advice
- Support advisers with new client enquiries where required
- Maintain technical knowledge through ongoing professional development
About You
- Minimum of 5 years' experience within Financial Services
- Fully Diploma qualified (Level 4)
- Experience within financial planning, wealth management, paraplanning or client relationship management
- Strong understanding of FCA regulations and compliance requirements
- Previous experience managing client relationships directly
- Experience producing suitability reports and technical financial planning documentation
- Strong knowledge of pensions, investments and wider financial planning solutions
- Excellent communication and relationship management skills
- Highly organised with the ability to manage multiple priorities and deadlines
- Strong attention to detail with a commitment to delivering excellent client service
- Ambitious and committed to continued professional development
- Desire to work towards Chartered status would be advantageous
What's on Offer
Competitive salary of £45,000 - £55,000, depending on experience. Pension scheme, life assurance, support for ongoing professional development, professional membership support, client-focused working environment with career development opportunities, regular team engagement activities, employee benefits package.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager - Financial Planning in Sheffield
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like W Talent. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Relationship Manager - Financial Planning in Sheffield
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to W Talent.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on W Talent's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at W Talent
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with W Talent.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at W Talent will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former W Talent employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
