Senior Client Relationship Lead - Complex Wealth Planning
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Equilibrium Financial Planning LLP in Handforth, Cheshire, is seeking a Senior Client Manager to support our Chartered Financial Planners. You will manage a client bank, document needs, and help deliver tailored financial plans.
Working closely with senior planners, you’ll develop strategies, prepare investment reports, complete portfolio reviews, and mentor junior teammates while upholding regulatory standards.
We are seeking a motivated Senior Client Relationship Lead
- Complex Wealth Planning to join Equilibrium Financial Planning LLP in United Kingdom.
The following position is for a Senior Client Relationship Lead
- Complex Wealth Planning with Equilibrium Financial Planning LLP.
Our team is growing, and we are hiring a Senior Client Relationship Lead
- Complex Wealth Planning in United Kingdom.
This position is for the Senior Client Relationship Lead
- Complex Wealth Planning role at Equilibrium Financial Planning LLP.
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