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Senior Client Relationship Lead - Complex Wealth Planning
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-07-29
Listing for:
Equilibrium Financial Planning LLP
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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