More jobs:
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, Financial Advisor / Consultant
Job Description & How to Apply Below
W Talent is seeking a Client Relationship Manager in Sheffield to bolster relationships with a portfolio of financial planning clients. You will work with the advisory team to service clients, perform financial reviews, and ensure high-quality support throughout the planning journey.
The role requires a minimum of 5 years in Financial Services and a Level 4 Diploma, with expertise in pensions, investments and related planning. A professional, client-focused approach is essential.
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