Client Relationship Manager

Client Relationship Manager – Sheffield

SMH Group is a multi-disciplined professional services company offering financial planning, accounting, tax and legal expertise across nine offices. We are committed to delivering exceptional client service.

SMH Financial Services seeks a Client Relationship Manager to join our advisory team. The role involves providing advice and ongoing servicing to own bank of existing service clients, both remotely and face‑to‑face. It also includes due diligence, research and analysis to support efficient advice delivery.

• Conduct client review meetings (virtual and in person)
• Assess clients’ financial circumstances, needs, objectives, risk attitude and loss capacity
• Evaluate existing financial arrangements
• Carry out due diligence, research and analysis
• Perform calculations (pension contributions, CGT, IHT, income tax)
• Oversee provider illustrations, applications and fund information
• Identify new business opportunities and cross‑group referrals, making applicable recommendations
• Oversee post‑review work passed to the support team
• Monitor client fees
• Conduct client liaison to complete required work
• Handle ad‑hoc client servicing requests
• Maintain client records in the back‑office system
• Co‑operate with clients and third‑party providers

• Support advisers with new client enquiries
• Prepare advice suitability reports across various advice areas
• Collaborate with internal colleagues and the wider SMH Group
• Maintain technical knowledge and undertake continuous professional development

• 5+ years of financial services experience
• Knowledge of FCA regulations and compliance requirements
• Senior administrator/paraplanning experience
• Fully diploma qualified
• Positive attitude and strong work ethic
• Excellent interpersonal and communication skills
• Ability to meet tight deadlines and prioritise workload effectively

• Experience with private wealth, corporate clients and trusts across financial planning areas
• Experience dealing directly with clients (face‑to‑face or virtual)
• Desire to pursue Chartered status
• Experience working within a team‑based environment

• Full‑time office‑based role
• Competitive salary
• Benefits package – pension and life cover

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