Client Relationship Manager

Ref: 117-JH

Role: Client Relationship Manager

Salary: £45,000 Per Annum

Location: Sheffield

Hours: Full-time

Benefits:

• 25 days annual leave + bank holidays, with the option to buy additional leave
• Company pension scheme
• Health cash plan
• Life assurance (4x salary)
• Eye test support
• Study support for further professional development
• Regular social events
• Volunteering opportunities
• Staff discounts on selected financial services

The Company:

Our client is a well-established, multi-disciplined professional services firm offering expertise across financial planning, accountancy, tax advisory and legal services. With a strong presence across several offices across Yorkshire and Derbyshire, they pride themselves on delivering high-quality advice and long-term support to their clients.

Their approach centres on building trusted relationships and providing tailored financial planning solutions. As an independent firm, they take a holistic approach to financial advice, ensuring recommendations align with each client’s goals, circumstances and long-term plans.

The Role

Our client is recruiting for an experienced Client Relationship Manager to join their established advisory team.

This role involves managing and servicing a portfolio of existing clients, delivering financial planning support through both virtual and face-to-face meetings. You will play a key role in supporting clients with ongoing financial advice, carrying out research and analysis, and ensuring all advice is delivered efficiently and in line with regulatory standards.

Duties will include:

• Managing and servicing a portfolio of existing clients
• Conducting regular client review meetings both remotely and face-to-face
• Assessing clients’ financial circumstances, objectives, attitude to risk and capacity for loss
• Reviewing and evaluating existing financial arrangements
• Carrying out financial research, due diligence and analysis
• Completing calculations relating to pensions, capital gains tax, inheritance tax and income tax
• Reviewing provider illustrations, applications and fund information
• Identifying opportunities for new business and cross-referrals across the wider group
• Overseeing post-review actions delegated to the support team
• Monitoring client fee arrangements
• Maintaining regular communication with clients through to completion of actions
• Responding to ad-hoc client servicing requests
• Maintaining accurate client records using the internal back-office system
• Liaising with clients and third-party providers as required
• Supporting advisers with new client enquiries when required
• Preparing suitability reports across a range of financial planning areas
• Working collaboratively with colleagues across the wider business
• Maintaining up-to-date technical knowledge and continuing professional development

The successful candidate:

• Minimum 5 years’ experience within Financial Services
• Strong understanding of FCA regulations and compliance requirements
• Previous experience within senior administration or paraplanning roles
• Diploma qualified (or equivalent)
• Excellent communication and interpersonal skills
• Strong organisational skills with the ability to prioritise workload and meet deadlines
• Positive attitude with a strong work ethic

Desirable:

• Experience working with private wealth clients, corporate clients or trusts
• Experience dealing directly with clients in face-to-face or virtual meetings
• Working towards Chartered status
• Experience working in a collaborative team environment