Client Manager - Financial Planning

St Asaph

Leading Financial Planning Firm

Our client is a highly regarded Chartered Financial Planning practice with an outstanding reputation for delivering tailored financial advice to successful individuals, families and business owners.

As the business continues to grow, they are looking to appoint a Client Manager to become an integral part of their client services team.

This is an exceptional opportunity for someone who enjoys working closely with clients, building lasting relationships and delivering outstanding service. Whether your experience has been gained within financial planning, banking, accountancy, legal services, professional services or another client-focused environment, this role offers the chance to build a long-term career within a respected and growing business.

Working alongside experienced Chartered Financial Planners, you'll become a trusted point of contact for clients, ensuring every aspect of their journey is delivered professionally, efficiently and with exceptional attention to detail.

As Client Manager, you'll play a central role in maintaining and developing long-term client relationships while supporting the delivery of high-quality financial planning advice.

Your responsibilities will include:

• Acting as the primary day-to-day contact for a portfolio of clients.