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Senior Client Manager: Deep Financial Planning, No Targets

Job in Wilmslow, Cheshire, SK9, England, UK
Listing for: Equilibrium Financial Planning
Full Time position
Listed on 2026-07-16
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 63000 - 77000 GBP Yearly GBP 63000.00 77000.00 YEAR
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.

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Position Requirements
10+ Years work experience
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