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Accounts Manager Client Manager

1 month ago

Congleton Cheshire, United Kingdom Franklyn Full time

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.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.

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.

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
Work closely with internal teams, provide training, and support colleagues in enhancing service delivery

Level 4 Diploma in Financial Planning
Strong financial acumen and numeracy skills
Proficiency in financial software and IT systems
Excellent communication and relationship-building skills
A well-established and respected financial services firm
~ Support with professional development if desired such as further qualifications.
~ Critical illness cover and income protection (after 2 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)
~ 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 .