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Financial Planning Client Relationship Lead
Job in
Sheffield, South Yorkshire, S5, England, UK
Listed on 2026-07-23
Listing for:
W Talent
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
W Talent invites an experienced Client Relationship Manager to join our financial planning team in Sheffield. You will develop long-term relationships with an established portfolio, work with the advisory team, conduct reviews, and ensure a consistently high level of client service.
The role requires at least five years in financial services, a Level 4 Diploma, strong FCA knowledge, and a track record of producing suitability reports and technical documents.
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