An outstanding opportunity has arisen to join one of the North West's most respected and well-established financial planning businesses.
The firm has built an exceptional reputation for delivering high-quality, holistic financial planning advice and works with a diverse client base that includes high-net-worth individuals, business owners, entrepreneurs, senior professionals and families. Following a sustained period of growth, the business is now seeking to appoint a Client Manager to join its expanding Manchester team.
This is a career opportunity rather than simply another administration role. The successful individual will become an integral part of the client relationship function, working alongside highly experienced Chartered Financial Planners and playing a key role in delivering the exceptional service standards for which the firm is renowned.
The RoleWorking closely with a team of advisers, you will act as a trusted point of contact for clients throughout their financial planning journey.
You will be responsible for managing ongoing client servicing requirements, coordinating annual...