Eden Rose in Wilmslow is seeking an experienced Client Manager – Financial Planning to support Financial Planners and ensure quality financial advice. You will develop client relationships and manage queries effectively.
Key responsibilities include attending meetings, preparing reports, and maintaining strong communication with clients. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and strong knowledge across investments and pensions, alongside excellent relational skills.
A competitive salary and ongoing professional development opportunities are offered.
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