W Talent is recruiting a Client Relationship Manager within Financial Planning in Sheffield. You will support and develop long-term client relationships, conduct reviews, and collaborate with the advisory team to deliver high-quality financial planning services.
The role requires extensive experience in financial planning, wealth management, and regulatory compliance, with opportunities for professional development and Chartered status.
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Senior 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.
