W Talent is seeking a seasoned Client Relationship Manager within Financial Planning to support an established portfolio in Sheffield. You will deliver proactive client servicing, conduct reviews, and help advisers with insightful financial planning documentation.
With a minimum of five years in financial services, you will be diploma qualified (Level 4) and proficient in pensions, investments and regulatory compliance.
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Strategic Client Relations 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.
