Senior client manager Work, Jobs in Wilmslow, Eng (with Salaries)

Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Mentoring
- Training & development
- Annual leave
- Work from home
Executive Assistant to Managing Director
Mantis Energy —Wilmslow
- £30,000 - £40,000 a year
- Full-time
- Microsoft Outlook
- Research
- Organisational skills
- Paid training
- Health & wellbeing programme
Quick apply
Head of Corporate Operations
Focus Group —Manchester
- Up to £80,000 a year
- Full-time
- Hybrid work
- Management
- Customer service
- Travel
Quick apply
Senior Client Success Manager
DCBL —Borough of Halton
- £45,000 - £55,000 a year
- Full-time
- Data analysis skills
- Analysis skills
- Presentation skills
- Free parking
- Employee assistance programme
Quick apply
Private Client Advisory Senior Manager
Cooper Parry —Manchester
- Full-time
- Remote
- Supervising experience
- Mentoring
- Tax experience
Senior Delivery Manager
Informed Solutions —Altrincham
- Full-time
- Hybrid work
- Mentoring
- Training & development
- Communication skills
- Gym membership
- Referral programme
Quick apply
Senior Operations Manager -HV
OCS Group —Salford
- No degree
- Contracts
- Leadership
Quick apply
Senior Event Project Manager
Inconnection UK Ltd —Manchester
- From £35,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Free parking
Quick apply
12d
Senior Client Relationship Manager
QA Limited —Manchester
- CRM software
- Customer service
- Annual leave
- Employee assistance programme
Supply Chain & Procurement - Senior Manager - Defence
Pwc UK —Manchester
- Full-time
- Hybrid work
- Data analysis skills
- Analysis skills
- Travel
Senior Resource Manager
Clio —Manchester
- £64,900 - £87,900 a year
- Full-time
- Data analysis skills
- Analysis skills
- Training & development
- Life insurance
4d
Senior Account Manager / Account Director
Return —Manchester
- Data analysis skills
- Business development
- Team management
Senior Product Manager
Methods Business and Digital Technology —Manchester
- £62,000 - £70,000 a year
- Full-time
- Hybrid work
- Team management
- Product management
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
Senior Planning Manager
Mace —Warrington
- Full-time
- Hybrid work
- Team management
- Construction experience
- Budgeting
Senior Manager - Real Time Delivery Manager EMEA
Live Nation —Manchester
- Full-time
- Data analysis skills
- Analysis skills
Senior Commercial Manager
ALSTOM —Crewe
- £75,000 - £80,000 a year
- Monday to Friday
- Engineering
- Analysis skills
- Team management
- Annual leave
Food and Beverage Manager
The Colony Group —Wilmslow
- £30,000 - £35,000 a year
- Weekend availability
- Hospitality
- Bar
- Inventory control
Quick apply
5d
Senior National Account Manager
Extons Foods —Manchester
- £60,000 - £70,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Negotiation
- Free parking
- Employee assistance programme
Quick apply
Senior Commercial Manager
Ugalco Business & Commercial Solutions Ltd —Manchester
- £65,000 - £85,000 a year
- Full-time
- Hybrid work
- Business development
- Contracts
- Communication skills
- Free parking
- Flexitime
Quick apply
5d
Programme Director
Barclays —Knutsford
- Analysis skills
- Team management
- Mentoring

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Senior Client Manager

Equilibrium Financial Planning
Wilmslow

Apply Now

Job details

£50,000 - £70,000 a year

Benefits

Annual leave
Company pension
Work from home

Qualifications

Financial planning
Client engagement
Mentoring junior staff
Financial analysis
Mentoring
Relationship management
Professional development mentoring
Training & development
Certificate in Insurance

Full job description

Senior Client Manager

Equilibrium is more than just a Chartered Financial Planning company - were an award-winning, independent firm based in Handforth, Cheshire, with one clear purpose: making peoples lives better. Whether its our clients, our team, our community, or anyone who crosses our path! We believe in creating a positive impact in everything we do. Plus, were proudly managing over £1.3bn in assets for our clients. Ready to be part of something big? This is where it all happens!

Finding the right people is the secret to our success. We're incredibly proud of our amazing team and their dedication to excellence. Join us and you'll enjoy fantastic benefits, a challenging, exciting role, with boundless opportunities for growth and development. Were serious about what we do, we dont take ourselves too seriously though, and make time for fun along the way too!

We're not your typical financial planning firm, and this isn't your typical paraplanner role. We believe that every financial plan should be unique. Our goal is to provide our clients with a life plan that empowers them to live the life they want, look after those they love and leave a powerful legacy. Within the role, you will support our financial planners whilst having day-to-day responsibility for a bank of clients. You will also be expected to proactively manage and build relationships with clients.

To achieve this, our new Senior Client Manager will:

Attend client meetings alongside the Financial Planner and create meeting minutes that accurately reflect the information gathered to fully document a client's financial needs and objectives
Support the Financial Planner in the delivery of complex planning strategies and solutions, managing a client bank with assets up to £100m
Work alongside the Financial Planner to discuss the client's circumstances and be involved in creating and implementing a financial strategy, being proactive in applying your knowledge and thinking imaginatively to solve complex problems
Have the confidence to work closely with senior Planners, taking the lead on client relationships, and quickly establishing trust and rapport with both clients and senior members of the team
Carry out research and analyse products and services that are appropriate to each client's financial circumstances and discussing appropriate solutions with the Financial Planner
Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner
Complete portfolio reviews to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities
Be responsible for ensuring that recommendations are fully implemented in a timely manner
Be a technical expert and have a passion for developing and mentoring junior members of the team, being a go-to person for any questions, and offering exam support
Effectively use research and planning systems such as Analytics, O&M, Voyant, Papercloud and wrap platforms such as Nucleus
Maintain up-to-date knowledge of the industry, compliance and regulatory developments
Work in line with the requirements of the Consumer Duty legislation to achieve the best outcomes for our clients

Qualifications and experience:

Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification
In an ideal world, you willhold/be working towards the Chartered Insurance Institute CII Level 6 Advanced Diploma in Financial Planning

At Equilibrium, we live our values through the following:

Integrity we treat everyone with respect, take responsibility for ourselves and what we do, and are open and authentic in all of our dealings
Growth we foster a growth mindset, with a curiosity and desire to learn and grow both professionally and personally
Simplicity we look for the clearest path to the best outcome, being adaptable in our approach. We are clear communicators with the ability to land a message appropriate to our audience
Excellence we will consistently work to high standards, showing great care and attention to detail in everything that we do

So why join us?

At Equilibrium, the work environment is fast-paced. We have a hard-working, energetic team, who adapt to change easily. We are a friendly and supportive bunch, and Equilibriums culture is rooted in fun, collaboration, learning, and growth. We strive for excellence, setting high standards, while fully committing to supporting and nurturing your development, which means we expect your best but well also give you ours.

Helping people live the lives they want to live, look after those they love, and leave powerful legacies is part of the day job. We genuinely want to help create more choices and more freedom for our clients, ultimately making their lives, and the lives of those around them, better.

To support our team's development, we cover the costs of study materials and exam fees for relevant qualifications. Additionally, we offer paid study and exam leave.

To ensure a healthy work-life balance, we offer a generous annual leave package. We also offer a flexible working framework, allowing team members to work from home when appropriate and where reasonable, flex their work hours, in line with business requirements.

We also provide the benefits youd expect from an award-winning company such as bonuses, pension, death in service, income protection and more.

Apply Now

Refine Your Search

senior client manager jobs in wilmslow, eng

Senior Client Manager

Executive Assistant to Managing Director

Head of Corporate Operations

Senior Client Success Manager

Private Client Advisory Senior Manager

Senior Delivery Manager

Senior Operations Manager -HV

Senior Event Project Manager

Senior Client Relationship Manager

Supply Chain & Procurement - Senior Manager - Defence

Senior Resource Manager

Senior Account Manager / Account Director

Senior Product Manager

Senior Planning Manager

Senior Manager - Real Time Delivery Manager EMEA

Senior Commercial Manager

Food and Beverage Manager

Senior National Account Manager

Senior Commercial Manager

Programme Director

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