Senior Client Relationship Lead - Complex Wealth Planning
Listed on 2026-10-25
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Equilibrium Financial Planning LLP in Handforth, Cheshire, is seeking a Senior Client Manager to support our Chartered Financial Planners. You will manage a client bank, document needs, and help deliver tailored financial plans.
Working closely with senior planners, you’ll develop strategies, prepare investment reports, complete portfolio reviews, and mentor junior teammates while upholding regulatory standards.
For the Senior Client Relationship Lead
- Complex Wealth Planning position at Equilibrium Financial Planning LLP, we are reviewing applications now.
We are currently recruiting a Senior Client Relationship Lead
- Complex Wealth Planning for our team in United Kingdom.
This is a strong role to take on the Senior Client Relationship Lead
- Complex Wealth Planning role at Equilibrium Financial Planning LLP.
As a Senior Client Relationship Lead
- Complex Wealth Planning, you will play an important part at Equilibrium Financial Planning LLP in United Kingdom.
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