Wealth manager Work, Jobs in Halton, Chs (with Salaries)

Client Services Manager
Wren Sterling —Wilmslow
- £45,000 - £52,000 a year
- CRM software
- Project management
- Continuous improvement
Quick apply
3d
Business Development Manager (Direct Sales)
Let Property —Manchester
- £40,000 - £75,000 a year
- Full-time
- In-person
- Employee discount
Quick apply
13d
Investment Manager
Praetura Group —Manchester
- From £6,700 a month
- Full-time
- Financial services
- In-person
- Health & wellbeing programme
- Relocation assistance
Quick apply
Asset Account Manager (Wealth Managment)
Let Property —Manchester
- £30,000 - £50,000 a year
- Full-time
- Sales
- Administrative experience
- Organisational skills
Quick apply
Direct Sales (Property Investment)
Let Property —Manchester
- £40,000 - £75,000 a year
- Full-time
- CRM software
- Salesforce
- In-person
- Employee discount
Quick apply
1d
Sales Rep (Direct Sales)
Let Property —Manchester
- £40,000 - £75,000 a year
- Full-time
- Administrative experience
- In-person
- Employee discount
Quick apply
1d
GIS Technician
Bowland Ecology Ltd —Daresbury
- Full-time
- Hybrid work
- AutoCAD
- CAD
- Bachelor's degree
- Employee assistance programme
Quick apply
7d
Graduate Financial Planning Programme 2026
Oakmere Wealth Management —Northwich
- £25,000 a year
- Full-time
- Bachelor's degree
- Mentoring
- Financial services
- Health & wellbeing programme
Quick apply
Experienced Life Insurance Advisor - Office Based
Essential Insurance —Sale
- £35,000 - £75,000 a year
- Part-time
- Customer service
- In-person
- Time management
- Free parking
- Profit sharing
Quick apply
14d
Personal Wealth Adviser
Lloyds Wealth —Manchester
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
Client Relationship Manager
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Phone etiquette
FinTech Business Analyst
WealtFly Financial Technology UK Ltd —Manchester
- £38,000 - £52,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
2h
Specialist, Client Processing Representative
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Analysis skills
- Bachelor's degree
- Financial services
Hire Desk Manager
Nationwide Platforms —Birchwood
- Sales
- Customer service
- Team management
- Free parking
Relationship Manager Corporate Banking - Mandarin Speaking
Bank of China —Manchester
- Full-time
- Management
- Sales
- Marketing
Trainer Assessor - Early Years
The Trafford & Stockport College Group —Manchester
- £32,943 - £43,356 a year
- Full-time
- Training & development
- Teaching
- Free parking
- Annual leave
14d
Enablement Coach
The BigLife Group —Manchester
- £31,022 a year
- Full-time
- Annual leave
- Employee discount
6d
Bespoke Client Account Onboarding Executive (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
6d
Investment Administrator
Quilter —Manchester
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Writing skills
6d
Assistant Planner
AmcoGiffen —Warrington
- £40,000 - £55,000 a year
- Full-time
- Civil engineering
- Engineering
- Microsoft Office
- Annual leave
- Life insurance
Quick apply
6d

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wealth manager jobs near halton, chs

Client Services Manager

Wren Sterling
Wilmslow

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Job details

Permanent
£45,000 - £52,000 a year
3 days ago

Qualifications

CRM software
Financial Conduct Authority guidelines
Financial planning
Stakeholder collaboration
Client engagement
Stakeholder liaison
Internal department liaison
Microsoft Office Suite
Project management
Continuous improvement
Team management
Conflict management
Organisational skills
Relationship management
Professional development mentoring
Customer interaction
Multidisciplinary collaboration
Root cause analysis
Communication skills
Certificate in Insurance

Full job description

Company Overview

Wren Sterling is a progressive UK-wide independent financial advice business. In complex markets that change frequently, we help our Corporate and Personal clients make the right financial choices through the provision of independent financial advice which is uniquely tailored to their specific needs.

Wren Sterling specialises in all aspects of savings, investments and retirement planning to individuals. Through successful partnerships with Building Societies, we deliver independent financial advice to their customers. For corporate clients, we provide advice on engaging employees through the provision of group risk, protection and other employee benefit solutions.

Role Outline

As the Client Services Manager, you will be the primary point of contact between our Financial Planners and our clients, ensuring their needs are met and their expectations exceeded. Your role will encompass a diverse range of responsibilities aimed at fostering strong client relationships, driving customer satisfaction, and maximising retention and revenue. You will work closely with all members of the Operations Management Team and will support the Head of Client Services. The role will be based in our Wilmslow office. There will be a minimum three days a week in the office. Travel between all offices within your location will be expected.

Qualifications:

Essential:

· 5 GCSEs or equivalent (including Maths and English)

Desirable:

· Attainment of or studying towards CII, Chartered Status, RO exams.

· Qualifications relevant to the role such as CMI.

· Batchelors Degree with transferable skills and knowledge to role.

Principle Objectives and Responsibilities include the following, other objectives may be assigned:

· Client relationship Management: Manage the client services team to aid them in building and maintaining strong, long-term relationships with our Financial Planners and our clients. Understanding their business needs, objectives, and challenges to effectively address concerns and provide solutions.

· Client Communication: Serve as the primary escalation point for our Financial Planners, our clients, and internal teams; communicating client feedback, requirements, and expectations accurately and promptly.

· Collaboration: Collaborate closely with the wider Operations Team, Sales, Marketing and Finance to align client needs with Wren Sterling offerings. Coordinate efforts to deliver seamless experiences and exceed client expectations.

· Team Performance: Monitor Key Performance Indicators for the direct team with consideration being made to client satisfaction scores, client retention rates and revenue growth.

· Client Advocacy: Act as a strong advocate for clients; championing their interests and feedback to ensure their voices are heard. Advocate for necessary support and resources to address client needs effectively.

· Continuous Improvement: Stay up to date on industry trends, market dynamics and competitor activities to maintain a competitive edge. Continuously seek opportunities to enhance processes, systems, and services to better serve clients and drive business growth.

Knowledge Required

· Knowledge of the financial planning market including products and services.

· Working knowledge of FCA Rules, Guidance Notes and Commitments that apply to the job role.

· 1 year plus people management experience in an IFA/Wealth Management environment.

· 3 years plus experience in an IFA/Wealth Management environment.

Skills Required

Essential skills:

Communication Skills
Excellent written and verbal communication skills are crucial for effectively interacting and influencing clients and internal teams. The ability to convey complex ideas clearly and build rapport with diverse stakeholders is highly valued.
Interpersonal Skills:
Strong interpersonal skills are essential for building and maintaining positive relationships with clients, direct teams, and Financial Planners.
Empathetic, patient, and skilled in conflict resolution to address client concerns effectively and manage team dynamics.
Commitment to professionalism, integrity, and confidentiality in handling sensitive information.
Flexibility to adapt to changing business needs and priorities.
Ability to coach, mentor and develop team members effectively.
Problem Solving Skills:
Ability to identify issues, analyse root causes and develop innovative solutions.
Strong problem-solving skills enable the ability to navigate challenges and deliver value to our clients.
Organisational Skills:
Self-motivated with the ability to manage multi-site teams, projects and deadlines simultaneously is critical.
Highly organised, detail oriented and capable of prioritising tasks and workloads to meet client and business needs.
Client Focus
A client centric mindset is essential to understand and anticipate client needs.
Dedicated to delivering exceptional service and ensuring client satisfaction at every touchpoint.
Team Collaboration
Ability to successfully collaborate with internal teams and aligning client needs to business offerings.
Ability to foster cross functional relationships and coordinating efforts to deliver value to clients.
Technical Proficiency
Proficient in use of CRM software relevant to Financial Advisory Businesses such as Intelliflo.
Proficient in the Microsoft Office Suite.

Desirable Skills:

Familiar with data analysis and reporting tools is beneficial for monitoring performance.
Project management

Key Performance Indicators:

The performance of the staff member assigned to this job role function shall be measured by:

· Individual / Team meets financial targets, KPIs and SLAs.

· Internal and external customer satisfaction measures.

· Feedback from senior colleagues, financial planners, and team members.

· Adherence to all company policies and procedures.

· Adherence to compliance and other legal regulatory processes.

The above statements are intended to describe the general nature and level of work being performed by the person taking the role of this job. They are not intended to be an exhaustive list of all responsibilities and activities required of the position.

Pay: £45,000.00-£52,000.00 per year

Work Location: In person

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Refine Your Search

wealth manager jobs in halton, chs

Client Services Manager

Business Development Manager (Direct Sales)

Investment Manager

Asset Account Manager (Wealth Managment)

Direct Sales (Property Investment)

Sales Rep (Direct Sales)

GIS Technician

Graduate Financial Planning Programme 2026

Experienced Life Insurance Advisor - Office Based

Personal Wealth Adviser

Client Relationship Manager

FinTech Business Analyst

Specialist, Client Processing Representative

Hire Desk Manager

Relationship Manager Corporate Banking - Mandarin Speaking

Trainer Assessor - Early Years

Enablement Coach

Bespoke Client Account Onboarding Executive (12 month FTC)

Investment Administrator

Assistant Planner

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