A new opportunity has become available for a Client Manager to join a highly reputable, independent Chartered Financial Planning firm.

As a Client Manager, you will:

• Provide excellent support to clients, keeping them updated responding to their inquiries and arranging regular review meetings

• Review client circumstances and assist in developing and executing a tailored financial strategy

• Conduct research to identify suitable financial products and services based on each client's needs

• Prepare investment strategies, mandates and reports that all comply with regulatory standards

• Keep up to date with industry trends and compliance and regulatory updates

You will need:

• A Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification

• Experience working in a like for like role as a Client Manager

• Excellent relationship building skills

• Strong attention to detail

• A thorough knowledge of regulatory standards

The hired individual will receive:

• A base salary of £32,000 - 50,000 dependent on experience

• A performance-driven bonus of up to 7% for achieving key milestones

• An excellent work life balance with a starting annual leave entitlement of 33 days holiday plus bank holidays

• Hybrid working

• Further bonuses, pension and more