senior client manager Work, Jobs in handforth, chs (with Salaries)

Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Annual leave
- Work from home
Senior Agile Delivery Manager
HippoDigital —Manchester
- £57,000 - £66,000 a year
- Hybrid work
- Project management
- Agile
- In-person
- Employee discount
Partnership Director
Equans —Winsford
- Up to £95,000 a year
- Full-time
- Organisational skills
- Communication skills
- Negotiation
- Annual leave
- Employee assistance programme
Fulfilment Manager
SimpliSafe Ltd —Trafford
- £40,000 - £45,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- In-person
- Free parking
- Employee assistance programme
Quick apply
Senior Vice President, Client Operations Manager
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Management
- Bachelor's degree
Senior Vice President, Client Processing Manager
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Bachelor's degree
- No degree
Account Delivery Manager - National
Procure Plus —Stretford
- From £55,000 a year
- Overtime
- Hybrid work
- Project management
- Construction
- Free parking
- Health & wellbeing programme
Quick apply
Office Manager
Praxis Real Estate Management Ltd —Manchester
- £30,000 - £33,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Employee assistance programme
Quick apply
Head of Client Account Management
Let Property —Salford
- From £55,000 a year
- Full-time
- Management
- In-person
- Leadership
- Free parking
- Referral programme
Quick apply
2d
UK Territory Director
TransUnion —Alderley Edge
- Full-time
- Sales
- Employee stock purchase plan
- Annual leave
Private Client Advisory Senior Manager
Cooper Parry —Manchester
- Full-time
- Remote
- Supervising experience
- Mentoring
- Tax experience
4d
Area Cleaning Manager
ServiceMaster (Manchester) —Sale
- £33,600 a year
- Full-time
- Hybrid work
- Management
- Customer service
- No experience needed
- Flexible schedule
- Referral programme
Quick apply
Senior Property Manager
Premier Estates Ltd —Macclesfield
- Monday to Friday
- Hybrid work
- No degree
- Accounting
- Mentoring
- Annual leave
- Referral programme
13h
Building Manager
MAPP —Manchester
- £35,000 - £37,000 a year
- Monday to Friday
Senior Project Manager
Mace —Manchester
- Full-time
- Hybrid work
Project Manager
Express Solicitors —Manchester
- £50,000 - £60,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Master's degree
- Employee assistance programme
Works Administrator
Bethell Group PLC —Manchester Airport
- Full-time
- Microsoft Word
- Microsoft Office
- Administrative experience
Quick apply
4d
Senior Vice President, OPS Business Technology Liaison Manager
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Bachelor's degree
Director, People Services Delivery & Transformation
Fitch Group —Manchester
- Project management
- Continuous improvement
- Human resources
CISO Reporting Manager
Barclays —Knutsford

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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
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, including our CEO, 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 handforth, chs

Senior Client Manager

Senior Agile Delivery Manager

Partnership Director

Fulfilment Manager

Senior Vice President, Client Operations Manager

Senior Vice President, Client Processing Manager

Account Delivery Manager - National

Office Manager

Head of Client Account Management

UK Territory Director

Private Client Advisory Senior Manager

Area Cleaning Manager

Senior Property Manager

Building Manager

Senior Project Manager

Project Manager

Works Administrator

Senior Vice President, OPS Business Technology Liaison Manager

Director, People Services Delivery & Transformation

CISO Reporting Manager

I want to receive the latest job alerts for senior client manager in handforth, chs

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