Current jobs related to Client Relationship Manager - Altrincham, Trafford - Brookfield Financial Planning


  • Altrincham, Trafford, United Kingdom Accomplish Today Full time

    As a key member of the Accomplish Today team, the Client Relationship Team Lead will drive growth and success in our dedicated account patch.Main Responsibilities:To increase enquiry numbers and achieve growth across a dedicated patch of accounts by identifying opportunities and building strong relationships with consultants.To increase the number of...


  • Altrincham, Trafford, United Kingdom Realm Recruit Full time

    Private Client Partner OpportunityWe are seeking an experienced Private Client Partner to join our team at a top-tier law firm. As a Private Client Partner, you will play a key role in delivering high-quality advice to clients on probate law, including tax-efficient wills, estate administration, and inheritance tax mitigation.Our client is a leading law firm...

  • Client Director

    4 weeks ago


    Altrincham, Trafford, United Kingdom Experis Full time

    Account & Client DirectorExperis is seeking a highly skilled Client Director to lead our client management efforts. This role will be responsible for driving financial growth, developing a high-performing team, and creating innovative sourcing channels.Key Responsibilities:Develop and execute strategies to drive financial growth and solve client talent...


  • Altrincham, Trafford, United Kingdom Platinum Recruitment Full time

    Senior Accountant OpportunityWe are seeking an experienced Senior Accountant to join our team of Chartered Accountants in Altrincham. As a Senior Accountant, you will work closely with our partner to manage a portfolio of SMEs, building relationships and providing advice to ensure they are operating efficiently.Key Responsibilities:Manage a portfolio of...


  • Altrincham, Trafford, United Kingdom Sacco Mann Full time

    Job DescriptionSacco Mann is seeking a Private Client Partner to join their Altrincham office. As a leading law firm, we offer a competitive salary, bespoke training, and a fantastic benefits package.The successful candidate will be responsible for:Preparing client wills and trustsMitigating inheritance taxAdministering estates and trustsPreparing and...

  • Golf Sales Manager

    4 weeks ago


    Altrincham, Trafford, United Kingdom https:jobs-redefined.cositemap Full time

    At SPORTFIVE, we're seeking a highly skilled Golf Sales Manager to join our UK Sales team. As a key member of our team, you'll play a crucial part in successfully selling a range of Sports inventory, including LED advertising across our leading football portfolio, Hospitality for key venues and events, and Partnerships for our esteemed rights-holder...

  • Senior PR Manager

    4 weeks ago


    Altrincham, Trafford, United Kingdom AF Selection Full time

    Role OverviewWe are seeking a highly skilled Senior PR Manager to join our team at AF Selection. As a key member of our B2B communications team, you will be responsible for planning, managing, and evaluating the marketing communications work that we deliver across our global client portfolio.Key ResponsibilitiesDevelop and implement effective PR strategies...


  • Altrincham, Trafford, United Kingdom Manpower Internal Recruitment Full time

    Job DescriptionROLE: Business Development Manager - Experis AcademyKey Aim of the Role:Responsible for selling, developing, and retaining new business sales for the Experis Academy service offering and developing relationships with key external and internal stakeholders to deliver profitable business.To support capability development and drive the growth of...


  • Altrincham, Trafford, United Kingdom AF Selection Full time

    Job Title: Senior PR Account ManagerAbout the Role:We are seeking a highly skilled Senior PR Account Manager to join our team at AF Selection. As a Senior PR Account Manager, you will be responsible for managing and executing PR campaigns for our clients across various industries.Key Responsibilities:Develop and implement PR strategies to meet client...

  • Audit Manager

    1 month ago


    Altrincham, Trafford, United Kingdom Puro Accountancy Full time

    About the RoleWe are seeking an experienced Audit Senior to join our team at Puro Accountancy. As a key member of our audit team, you will be responsible for overseeing on-site audits, managing implementation from start to finish, and ensuring adherence to timelines.Key ResponsibilitiesLead on-site audits, managing resources and ensuring timely...

  • Tax Manager

    1 month ago


    Altrincham, Trafford, United Kingdom Clark Wood - Tax Recruitment Full time

    Join Our Tax TeamClark Wood is a leading recruitment consultancy specializing in Public Practice Accountancy & Tax sectors across the UK.We work closely with top-tier firms, regional practices, and sole traders to provide expert tax recruitment solutions.Key Responsibilities:Manage a diverse portfolio of corporate and personal tax clients.Collaborate with...


  • Altrincham, Trafford, United Kingdom careers4a - Jobboard Full time

    Join a leading law firm in Altrincham and take on a challenging role as a Private Client Partner. This is a fantastic opportunity to work for an award-winning legal practice that offers a competitive salary, bespoke training, and a great benefits package.Main duties may include:Inheritance tax mitigationThe ideal candidate will be STEP qualified,...

  • Divisional Manager

    3 weeks ago


    Altrincham, Trafford, United Kingdom Adepto Technical Recruitment Full time

    About the RoleAdepto Technical Recruitment is seeking a seasoned Divisional Manager to lead our Manufacturing and Production Engineering division. As a key member of our team, you will be responsible for driving growth and expansion in this sector.Key ResponsibilitiesDevelop and execute strategies to enhance client relationships and market presence.Mentor...

  • Senior PR Manager

    4 weeks ago


    Altrincham, Trafford, United Kingdom AF Selection Full time

    About the Role:We are seeking a highly skilled Senior PR Manager to join our team at AF Selection. As a key member of our global communications team, you will be responsible for planning, managing, and evaluating the marketing communications work that we deliver across our industry-leading client portfolio.Your Key Responsibilities:Develop and implement...


  • Altrincham, Trafford, United Kingdom WR Logistics Full time

    Job Title: Ocean Freight Operations ManagerAt WR Logistics, we are seeking an experienced and skilled Ocean Freight Operations Manager to oversee our ocean freight operations. As a key member of our team, you will be responsible for managing a team of three, customs procedures and regulations, imports and exports, and delivering exceptional service to our...


  • Altrincham, Trafford, United Kingdom https:www.energyjobline.comsitemap Full time

    We are seeking a Senior Project Manager to lead and deliver high-quality projects for our clients, from inception to completion. The successful candidate will be responsible for defining project scope, objectives, and deliverables, and will establish and maintain effective project governance, processes, and systems.The ideal candidate will have excellent...

  • Audit Manager

    3 weeks ago


    Altrincham, Trafford, United Kingdom Puro Accountancy Full time

    We are seeking an experienced Audit Senior to join our team at Puro Accountancy in South Manchester. As a prominent independent accountancy firm, we are expanding due to growth and are looking for a talented individual to oversee on-site audits, manage implementation, and ensure adherence to timelines.The successful candidate will have proven experience in...

  • Audit Manager

    4 weeks ago


    Altrincham, Trafford, United Kingdom Puro Accountancy Full time

    About the Role:We are seeking an experienced Audit Senior to join our team at Puro Accountancy. As a key member of our audit team, you will be responsible for overseeing on-site audits, managing implementation from start to finish, and ensuring adherence to timelines.Key Responsibilities:Lead on-site audits, managing resources, assigning tasks, and...


  • Altrincham, Trafford, United Kingdom KFS Recruitment Full time

    Job Title: Portfolio ManagerCompany: KFS RecruitmentAbout the Role:We are currently seeking an experienced Portfolio Manager to join our team. The successful candidate will be responsible for managing a growing and diverse loan book/portfolio, providing exceptional customer service and working closely with clients.Key Responsibilities:Manage the recovery...

  • Golf Sales Manager

    4 weeks ago


    Altrincham, Trafford, United Kingdom https:jobs-redefined.cositemap Full time

    WHO WE ARE...Sportfive is a global agency working across sponsorships, advertising, talent, activation, and hospitality within sports. We have over 1,200 employees who strategically and creatively connect brands, rights-holders, media platforms, and fans across Football, F1, NFL, NBA, Golf, Esports, Olympics, and more.We're looking for a successful sales...

Client Relationship Manager

1 month ago


Altrincham, Trafford, United Kingdom Brookfield Financial Planning Full time
Client Relationship Manager

We are seeking an experienced Client Relationship Manager to join our team at Brookfield Financial Planning. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.

Key Responsibilities:
  • Reconcile fee expectations with payments, producing reports and highlighting any discrepancies
  • Check, submit, process, and monitor new business applications for Investments, Pensions, Mortgages
  • Prepare client valuations
  • Obtain quotations
  • Check Suitability Reports
  • Issue Letters of Authority
  • Prepare and maintain client files using our back office system (Intelligent Office) and paper-based files
Requirements:
  • Positive attitude and excellent communication skills
  • Experience with fee processing and reconciliations
  • Ability to work in a fast-paced environment
  • Strong attention to detail
What We Offer:
  • 23 days paid holiday
  • Paid Bank Holidays
  • Ongoing coaching and support
  • Pension contributions
  • Salary commensurate upon relevant experience and qualifications

Job Type: Full-time

Pay: £25,000.00-£30,000.00 per year

Additional Benefits:
  • Bonus scheme
Work Environment:
  • Monday to Friday
  • No weekends

Work Location: In person