Client Relationship Manager / Client Relationship Manageress

Client Relationship Manager - Financial Planning

Location: Sheffield

Salary: £45,000 - £55,000 + Benefits

About the Company

W Talent Finance is a specialist recruitment partner committed to placing high-calibre accounting professionals across both practice and commerce & industry markets worldwide. With an in-depth understanding of the finance landscape, we support clients ranging from leading professional services firms to established regional practices and multi-service professional groups, delivering tailored talent solutions that drive business performance.

We are partnering with a well-established, multi-service accountancy and professional services firm that boasts a strong regional presence and an excellent reputation for providing trusted advice to businesses and individuals. Operating within a multi-office structure and a sizeable professional workforce, the firm maintains a strong focus on collaboration, consistency, and delivering high-quality outcomes for its clients.

This organisation fosters a people-focused environment built around shared values of professionalism, teamwork, and integrity. They prioritize creating a supportive and inclusive culture where individuals can develop, take ownership of their work, and progress within a high-performing yet approachable team environment.

The Role

As a Client Relationship Manager within Financial Planning, you will be pivotal in supporting and developing long-term relationships with an established portfolio of clients. Collaborating closely with the advisory team, you will provide ongoing client servicing, undertake financial reviews, conduct research and analysis, and ensure clients receive consistent and exceptional support throughout their financial planning journey.

This is an excellent opportunity for an experienced financial services professional seeking to take ownership of client relationships in a collaborative, client-focused environment.

Key Responsibilities

• Manage and maintain strong relationships with an existing portfolio of financial planning clients.
• Conduct client review meetings both virtually and face-to-face.
• Assess clients' personal circumstances, objectives, attitude to risk, and capacity for loss.
• Review existing financial arrangements and identify opportunities to support client needs.
• Complete due diligence, research, and analysis across a range of financial planning areas.
• Carry out calculations including pensions, Capital Gains Tax, Inheritance Tax, and Income Tax.
• Review provider illustrations, applications, and supporting documentation.
• Prepare suitability reports and advice documentation.
• Monitor the completion of client actions and ensure excellent ongoing service delivery.
• Identify opportunities for additional support and relevant cross-group referrals.
• Maintain accurate client records and ensure systems are kept up to date.
• Liaise with clients, providers, and internal teams to ensure efficient delivery of advice.
• Support advisers with new client inquiries as required.
• Maintain technical knowledge through ongoing professional development.

About You

• A minimum of 5 years' experience in Financial Services.
• Fully Diploma qualified (Level 4).
• Experience in financial planning, wealth management, paraplanning, or client relationship management.
• Strong understanding of FCA regulations and compliance requirements.
• Proven experience managing client relationships directly.
• Experience in producing suitability reports and technical financial planning documentation.
• Solid knowledge of pensions, investments, and broader financial planning solutions.
• Excellent communication and relationship management skills.
• Highly organised with the ability to manage multiple priorities and deadlines.
• Strong attention to detail and a commitment to delivering exceptional client service.
• Ambitious and dedicated to continuous professional development.
• A desire to work towards Chartered status would be advantageous.

What's on Offer

• Competitive salary of £45,000 - £55,000, depending on experience.
• Pension scheme.
• Life assurance.
• Support for ongoing professional development.
• Professional membership support.
• Client-focused working environment with career development opportunities.
• Regular team engagement activities.
• Employee benefits package.

Application Process

Apply online using the form below. Please note that only applications matching the job profile will be considered.