Client relationship Manager

Client Relationship Manager Location: Sheffield • Salary: Up to £45,000 A growing, multi‑discipline professional services group is looking for an experienced Client Relationship Manager to join their financial planning team. This role focuses on delivering high quality advice, ongoing client servicing, and maintaining long term relationships across an established client bank. Job Reference: 90772 Employment Type: Permanent What You’ll Be Doing Managing an existing portfolio of clients Conducting review meetings (virtual & in person) Assessing client needs, objectives, ATR & capacity for loss Reviewing existing arrangements and completing research/analysis Completing calculations (pensions, CGT, IHT, income tax) Overseeing illustrations, applications and fund information Identifying new business opportunities and referrals Monitoring client fees and managing servicing requests Producing suitability reports across multiple advice areas Liaising with clients and providers Supporting advisers with new enquiries Maintaining accurate records and ongoing CPD What You’ll Need 5+ years’ experience in financial services Strong understanding of FCA regulations Background in senior admin/paraplanning Diploma qualified Excellent communication and organisational skills Ability to prioritise and work to deadlines Nice to have Experience with private wealth, corporate clients or trusts Comfortable dealing directly with clients Interest in progressing towards Chartered status #J-18808-Ljbffr Eden Rose