Job Description
Senior Client Manager (Wealth Management) – Cheshire | £50,000–£70,000 + Bonus
I'm currently partnering with a highly respected, independent financial planning firm to hire a Senior Client Manager to join their growing team in Cheshire.
This is a fantastic opportunity to join a progressive, client-centric wealth management businessmanaging significant assets for high-net-worth individuals and families. The firm is known for its innovative approach to financial planning, strong internal culture, and commitment to delivering genuinely tailored advice.
The Role
This is a hands-on, client-facing position where you will work closely with Financial Planners while also taking ownership of your own client relationships. You'll play a key role in delivering complex financial planning strategies, supporting clients with substantial portfolios, and ensuring exceptional service throughout the client journey.
Key Responsibilities
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