W Talent invites an experienced Client Relationship Manager to join our financial planning team in Sheffield. You will develop long-term relationships with an established portfolio, work with the advisory team, conduct reviews, and ensure a consistently high level of client service.
The role requires at least five years in financial services, a Level 4 Diploma, strong FCA knowledge, and a track record of producing suitability reports and technical documents.
#J-18808-LjbffrFinancial Planning Client Relationship Lead in Sheffield employer: W Talent
W Talent is an exceptional employer that prioritises the growth and development of its employees, offering a supportive work culture in the vibrant city of Cardiff. With a strong commitment to health and safety, continuous improvement, and operational excellence, team members benefit from substantial investment in their professional development and well-being, making it a rewarding place to build a career in engineering management.
