Client Manager
2 weeks ago
Job description My client is an award winning financial planning practice near Altrincham. They have been specialising in providing high-quality financial planning advice to business owners, professionals, and high net worth individuals. Due to their continued expansion, they are looking to recruit an additional Client Manager (Paraplanner) to join their dynamic and forward-thinking team. The successful candidate will be working closely and supporting their financial planners whilst owning a bank of clients that you will be expected to proactively manage and build relationships with.The RoleAttend client meetings alongside Financial Planners, and create meeting minutes which accurately reflect the information gathered to fully document a client's financial needs and objectives.Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings.Carry out research and analyse products and services that are appropriate to each client's financial circumstances then discussing appropriate solutions with the Financial Planner.Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner.Complete reviews of clients' portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.Effectively use research and planning systems such as FE Analytics, Cashcalc and wrap platforms such as Elevate.Be responsible for ensuring that recommendations are fully implemented in a timely manner.Maintain up-to-date knowledge of the industry, compliance, and regulatory developments.Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the business. Why join them?Their culture is tantamount to everyone's working life and it is important that their team develop and grow both professionally and personally. Most of the team prefer to go into the office but there is flexibility to work from home.They are constantly aware of the teams well-being and believe that the surroundings of your workplace are important. They offer a vibrant, modern environment to make coming to work a pleasure.They offer a complimentary breakfast and free fruit, as well as a range of high-quality drinks at their expense.They make sure they have fun with organised social events but recognise the importance of having a balanced lifestyle and finish at 3 pm every Friday. In addition to the normal benefits, they also give you the week off between Christmas and New Year, another day's holiday for your birthday
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Client Relationship Manager
5 days ago
Altrincham, United Kingdom Palatine Talent Full time1 day ago Be among the first 25 applicants This range is provided by Palatine Talent. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Direct message the job poster from Palatine Talent Founder & Managing Director @ Palatine Talent | Customer-centric recruitment solutions founded upon...
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Client Relationship Manager
4 days ago
Altrincham, United Kingdom Palatine Talent Full timeIf you’re the kind of person who thrives on variety, pace and responsibility - and you happen to love sport - this is one of those rare roles that doesn’t come around often.We’re partnering with a fast-growing, aspirational wealth management firm whose clients are professional footballers competing at the very highest level. Their Sport Division MD...
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Client Relationship Manager
4 days ago
Altrincham, United Kingdom Palatine Talent Full timeIf you’re the kind of person who thrives on variety, pace and responsibility - and you happen to love sport - this is one of those rare roles that doesn’t come around often.We’re partnering with a fast-growing, aspirational wealth management firm whose clients are professional footballers competing at the very highest level. Their Sport Division MD...
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Client Relationship Manager
5 days ago
Altrincham, Trafford, United Kingdom Palatine Talent Full time £50,000 - £75,000 per yearIf you're the kind of person who thrives on variety, pace and responsibility - and you happen to love sport - this is one of those rare roles that doesn't come around often.We're partnering with a fast-growing, aspirational wealth management firm whose clients are professional footballers competing at the very highest level. Their Sport Division MD needs a...
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Client Relationship Manager
1 week ago
Altrincham, United Kingdom Search Full timeClient Relationship Manager Location – Altrincham - Parking Onsite – 4 days office and 1 day at home Working Hours – Monday to Friday – 09:00am – 17:30pm Base pay range Direct message the job poster from Search Why Join Us? Our Client prides themselves on delivering exceptional service to their clients. Are you a dynamic and driven individual with...
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Client Services Manager
4 days ago
Altrincham, United Kingdom SWAY Hair Extensions Full timeClient Services Manager – SWAY Hair Extensions About the RoleAs our Client Services Manager, you’ll take the lead on driving customer satisfaction, team performance, and service innovation as SWAY continues to grow. You’ll be the key force behind developing our customer service function, empowering the team, and ensuring our clients receive exceptional...
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Client Services Manager
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Altrincham, United Kingdom SWAY Hair Extensions Full timeClient Services Manager – SWAY Hair Extensions About the RoleAs our Client Services Manager, you'll take the lead on driving customer satisfaction, team performance, and service innovation as SWAY continues to grow. You'll be the key force behind developing our customer service function, empowering the team, and ensuring our clients receive exceptional...
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Client Services Manager
4 days ago
Altrincham, United Kingdom SWAY Hair Extensions Full timeClient Services Manager – SWAY Hair Extensions About the RoleAs our Client Services Manager, you’ll take the lead on driving customer satisfaction, team performance, and service innovation as SWAY continues to grow. You’ll be the key force behind developing our customer service function, empowering the team, and ensuring our clients receive exceptional...
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Client Services Manager
3 days ago
Altrincham, United Kingdom SWAY Hair Extensions Full timeClient Services Manager – SWAY Hair Extensions About the Role As our Client Services Manager, you’ll take the lead on driving customer satisfaction, team performance, and service innovation as SWAY continues to grow. You’ll be the key force behind developing our customer service function, empowering the team, and ensuring our clients receive...
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Client Manager Job, Hale
2 weeks ago
Altrincham, Trafford, United Kingdom Hays Full time £35,000 - £55,000 per yearYour new firmA well-established and forward-thinking accountancy practice based in Hale is seeking a talented Client Manager to join their growing team. This firm is known for its supportive culture, flexible working environment, and commitment to staff development. With a strong reputation in the region and a diverse client base, they offer a dynamic and...
