Client Manager

WILMSLOW

Recruiter Managing This Role

Client Manager Financial Planning

Location: Cheshire 

Salary: Competitive + benefits

An exciting opportunity has arisen for an experienced and client-focused Client Manager to join a highly regarded Chartered Financial Planning firm. The successful individual will play a key role in supporting Financial Planners, developing client relationships, and ensuring the delivery of high-quality financial advice and service.

The Role

As a Client Manager, youll work closely with Financial Planners to deliver an exceptional client experience. This will include attending meetings, supporting in the preparation of recommendations, and maintaining strong client relationships throughout the advice journey.

Key Responsibilities