Client Relationship Manager

Role: Client Relationship Manager

Salary: £45,000 Per Annum

Location: Sheffield

Hours: Full-time

Benefits: 25 days annual leave + bank holidays, with the option to buy additional leave
Company pension scheme
Health cash plan
Life assurance (4x salary)
Eye test support
Study support for further professional development
Regular social events
Volunteering opportunities

Staff discounts on selected financial services

The Company:

Our client is a well-established, multi-disciplined professional services firm offering expertise across financial planning, accountancy, tax advisory and legal services. With a strong presence across several offices across Yorkshire and Derbyshire, they pride themselves on delivering high-quality advice and long-term support to their clients.

Their approach centres on building trusted relationships and providing tailored financial planning solutions. As an independent firm, they take a holistic approach to financial advice, ensuring recommendations align with each client’s goals, circumstances and long-term plans.

The Role

Our client is recruiting for an experienced Client Relationship Manager to join their established advisory team.

This role involves managing and servicing a portfolio of existing clients, delivering financial planning support through both virtual and face-to-face meetings. You will play a key role in supporting clients with ongoing financial advice, carrying out research and analysis, and ensuring all advice is delivered efficiently and in line with regulatory standards.

Duties will include: Managing and servicing a portfolio of existing clients

Conducting regular client review meetings both remotely and face-to-face

Assessing clients’ financial circumstances, objectives, attitude to risk and capacity for loss

Reviewing and evaluating existing financial arrangements

Carrying out financial research, due diligence and analysis

Completing calculations relating to pensions, capital gains tax, inheritance tax and income tax

Reviewing provider illustrations, applications and fund information

Identifying opportunities for new business and cross-referrals across the wider group

Overseeing post-review actions delegated to the support team

Monitoring client fee arrangements

Maintaining regular communication with clients through to completion of actions

Responding to ad-hoc client servicing requests

Maintaining accurate client records using the internal back-office system

Liaising with clients and third-party providers as required

Supporting advisers with new client enquiries when required

Preparing suitability reports across a range of financial planning areas

Working collaboratively with colleagues across the wider business

Maintaining up-to-date technical knowledge and continuing professional development

The successful candidate: Minimum 5 years’ experience within Financial Services

Strong understanding of FCA regulations and compliance requirements

Previous experience within senior administration or paraplanning roles

Diploma qualified (or equivalent)

Excellent communication and interpersonal skills

Strong organisational skills with the ability to prioritise workload and meet deadlines

Positive attitude with a strong work ethic

Desirable: Experience working with private wealth clients, corporate clients or trusts

Experience dealing directly with clients in face-to-face or virtual meetings

Working towards Chartered status

Experience working in a collaborative team environment