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Client Manager - Wealth Planning & Client Relations
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-07-30
Listing for:
Equilibrium Financial Planning LLP
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Equilibrium Financial Planning LLP in Handforth, Cheshire, is seeking a Client Manager to support our financial planners and manage a bank of clients. You will build and maintain relationships, document client needs, and help implement financial strategies.
You will conduct research on suitable products, prepare investment reports, and ensure regulatory standards are met while developing client portfolios and conducting regular reviews.
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