Client Relationship Manager, Financial Planning (45k-55k)

W Talent is seeking a Client Relationship Manager in Sheffield to bolster relationships with a portfolio of financial planning clients. You will work with the advisory team to service clients, perform financial reviews, and ensure high-quality support throughout the planning journey.

The role requires a minimum of 5 years in Financial Services and a Level 4 Diploma, with expertise in pensions, investments and related planning. A professional, client-focused approach is essential.