At a Glance
- Tasks: Build and nurture long-term client relationships in financial planning.
- Company: Join a reputable accountancy firm known for its collaborative culture.
- Benefits: Enjoy a competitive salary, pension scheme, and professional development support.
- Other info: Dynamic team environment with excellent career growth opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: 5+ years in financial services with strong relationship management skills.
The predicted salary is between 45000 - 55000 £ per year.
A specialist recruitment partner dedicated to placing high-calibre accounting professionals across both practice and commerce & industry markets worldwide. We support clients ranging from leading professional services firms to established regional practices and multi-service professional groups, delivering tailored talent solutions that drive business performance.
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. Working closely with the advisory team, you will provide ongoing client servicing, undertake financial reviews, complete research and analysis, and ensure clients receive a consistently high level of support throughout their financial planning journey.
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
Only candidates based in UK and eligible to work in UK are allowed.
Client Relationship Manager - Financial Planning 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.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager - Financial Planning in Sheffield
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like W Talent. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from W Talent.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like W Talent. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Client Relationship Manager - Financial Planning in Sheffield
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in W Talent and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show W Talent how you can be a team player!
How to prepare for a job interview at W Talent
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with W Talent.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with W Talent's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
