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Strategic Client Relations Manager - Financial Planning

Posted 23 hours 17 minutes ago by W Talent

Permanent

Full Time

Sales & Marketing Jobs

Yorkshire, Sheffield, United Kingdom, S5 9

Job Description

W Talent is seeking a seasoned Client Relationship Manager within Financial Planning to support an established portfolio in Sheffield. You will deliver proactive client servicing, conduct reviews, and help advisers with insightful financial planning documentation.

With a minimum of five years in financial services, you will be diploma qualified (Level 4) and proficient in pensions, investments and regulatory compliance.

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