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Senior Client Manager: Deep Financial Planning, No Targets
Job Description & How to Apply Below
Equilibrium Financial Planning in Wilmslow is seeking a Senior Client Manager to own a portfolio of 30–40 clients with assets up to £100m. You will work alongside experienced planners, including the CEO, delivering strategy and advice during office hours.
There are no targets and you maintain a high level of client service while potentially becoming authorised to sign off straightforward advice. Hybrid role with admin support and a long-term career path.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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