client manager Work, Jobs in bollington, chs (with Salaries)

Client Manager
Equilibrium Financial Planning —Wilmslow
- £32,000 - £50,000 a year
- Annual leave
Laboratory Manager
Synexa Life Sciences —Macclesfield
- Full-time
- Microsoft Excel
- English
- Microsoft Office
Quick apply
6d
Client Success Manager
Hillsgreen —Holmes Chapel
- £32,000 - £36,000 a year
- Full-time
- Hybrid work
- Sales
- Organisational skills
- In-person
- Free parking
- Annual leave
Quick apply
Studio Manager
Emma Beaumont Design —Knutsford
- From £28,000 a year
- Full-time
- Customer service
- Team management
- In-person
- Employee discount
Quick apply
3d
Client Relationship Manager
McCann Services Ltd —Salford
- £35,000 a year
- Full-time
- Bilingual
- Spanish
- Customer service
Quick apply
9h
Customer Experience Team Manager
Beauty Works —Cheadle
- Overtime
- Management
- Customer service
- Hair styling
- Free parking
- Health & wellbeing programme
Quick apply
12d
Partnership Director
Equans —Winsford
- Up to £95,000 a year
- Full-time
- Organisational skills
- Communication skills
- Negotiation
- Annual leave
- Employee assistance programme
Client Account Manager - Ticketmaster Sport
Live Nation —Stoke-on-Trent
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
10d
Client Relationship Manager
Poole Alcock —Northwich
- Full-time
- Sales
- Communication skills
- Annual leave
Client Relationship Manager
PayStream Accounting Services —Altrincham
- £30,000 - £45,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Communication skills
- Work from home
Quick apply
3d
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
Best Practice Associate
Equilibrium Financial Planning —Wilmslow
- Up to £50,000 a year
- Annual leave
- Work from home
2d
Clinique Consultant Boots Handforth Dean 18 hours
Estee Lauder —Wilmslow
7d
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 Agile Delivery Manager
HippoDigital —Manchester
- £57,000 - £66,000 a year
- Hybrid work
- Project management
- Agile
- In-person
- Employee discount
Account Manager
Ashfield MedComms —Macclesfield
- Remote
- Project management
- Communication skills
5d
Conference Manager
Inizio Medical —Manchester
- Remote
- Communication skills
2d
Client Success Manager
PHMG Careers —Manchester
- £36,500 a year
- Monday to Friday
- Customer service
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
9d
Key Account Manager
DCBL —Runcorn
- £40,000 a year
- Full-time
- Customer service
- In-person
- Leadership
- Free parking
- Employee assistance programme
Quick apply
Team Operations Manager
TLT —Manchester
- Full-time
- Hybrid work
- Team management
- Leadership
2d

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Client Manager

Equilibrium Financial Planning
Wilmslow

Apply Now

Job details

£32,000 - £50,000 a year

Benefits

Annual leave
Company pension

Qualifications

Certificate in Insurance

Full job description

Equilibrium is more than a Chartered Financial Planning company - were an award-winning, independent firm based in Handforth, Cheshire, with a clear purpose: making peoples lives better. Whether its our clients, our team, or our community, were committed to creating a positive impact in everything we do. Were also proud to manage over £1.3bn in assets on behalf of our clients.

Finding the right people is the secret to our success. We're incredibly proud of our amazing team and their dedication to excellence. In return, we offer a supportive, engaging environment, fantastic benefits, and real opportunities for development. Were serious about what we do, but we dont take ourselves too seriously, 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 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
Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings
Work alongside the Financial Planner following meetings to discuss the client's circumstances and be involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstances
Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings
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 quarterly reviews of clients portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities
Effectively use research and planning systems such as Analytics, O&M, Voyant, Papercloud and wrap platforms such as Nucleus
Be responsible for ensuring that recommendations are fully implemented in a timely manner
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

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

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, we work hard, support each other, and make time for fun along the way, with a strong focus on learning, growth, and development.

Were committed to helping our people succeed, offering funded study support, including materials, exam fees, and paid study leave.

We also offer a generous annual leave package and a comprehensive benefits package, including pension, death in service, and income protection.

Apply Now

Refine Your Search

client manager jobs in bollington, chs

Client Manager

Laboratory Manager

Client Success Manager

Studio Manager

Client Relationship Manager

Customer Experience Team Manager

Partnership Director

Client Account Manager - Ticketmaster Sport

Client Relationship Manager

Client Relationship Manager

Office Manager

Best Practice Associate

Clinique Consultant Boots Handforth Dean 18 hours

Fulfilment Manager

Senior Agile Delivery Manager

Account Manager

Conference Manager

Client Success Manager

Key Account Manager

Team Operations Manager

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

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