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Senior Client Relationship Manager – Financial Planning
Job in
Sheffield, South Yorkshire, S5, England, UK
Listed on 2026-09-02
Listing for:
W Talent
Full Time
position Listed on 2026-09-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
W Talent is recruiting a Client Relationship Manager within Financial Planning in Sheffield. You will support and develop long-term client relationships, conduct reviews, and collaborate with the advisory team to deliver high-quality financial planning services.
The role requires extensive experience in financial planning, wealth management, and regulatory compliance, with opportunities for professional development and Chartered status.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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