Jobster Congleton, England, United Kingdom
Paraplanner - Studentjob.co.uk
Jobster Congleton, England, United Kingdom
1 day ago Be among the first 25 applicants
Franklyn is a dynamic and client-focused financial services firm, committed to delivering exceptional wealth management solutions while making a meaningful impact in the community. Through our renowned charity events—the Winter Waltz Gala Dinner and the Summer Swing Charity Shield Golf Day—we have raised over £1.88 million for incredible causes. We are also proud sponsors of Sale Sharks, Stoke City Football Club, Badminton England and Happy Radio.
We are looking for a Senior Client Manager to join our high-performing team and play a key role in supporting our Wealth Managers in providing strategic financial advice to our valued clients.
The Role
As a Senior Client Manager, you will be responsible for ensuring the seamless delivery of financial advice by supporting the technical, compliance, and client management aspects of the advisory process. This is a fantastic opportunity for a detail-oriented professional with strong financial planning knowledge who is eager to develop their career in a well-respected firm.
Key Responsibilities
* Support Wealth Managers by analysing client requirements, developing cash flow models, and maintaining accurate financial records
* Prepare suitability letters and reports while managing back-office records throughout the advice process
* Stay informed of industry changes, ensuring all business activities comply with regulatory requirements
* Handle client queries and provide outstanding service to build long-term relationships
* Work closely with internal teams, provide training, and support colleagues in enhancing service delivery
What We’re Looking For
* Level 4 Diploma in Financial Planning or close to completing
* Strong financial acumen and numeracy skills
* Exceptional attention to detail and accuracy
* Ability to manage multiple tasks and deadlines effectively
* Proficiency in financial software and IT systems
* Excellent communication and relationship-building skills
* A proactive and professional approach to client service
Why Join Franklyn?
* A well-established and respected financial services firm
* Support with professional development if desired such as further qualifications.
* A dynamic and supportive team environment
* Death in service (after 6 months continuous service).
* Critical illness cover and income protection (after 2 years continuous service).
* PMI after 5 years continuous service
* 29 days holiday inclusive of any bank holidays. (increasing by 1 day per year to up to a maximum of 34 including bank holidays)
* Health and wellbeing fitness session every week.
* Regular team events.
* Access to your own financial adviser.
This is a fantastic opportunity for a skilled financial services professional looking to advance their career in a firm that values excellence, integrity, and innovation.
Apply now to be part of Franklyn’s success story.
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Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Part-time
Job function
* Job function
Finance and Sales
* Industries
Software Development
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