Client Manager

The role of Client Manager is to deliver desk-based financial advice, managing an established client bank and expanding a portfolio of clients with assets typically up to £250,000. The role focuses on building relationships and delivering targeted, expert advice, designed to facilitate efficient, high-quality service for clients with straightforward financial planning needs.

This is a hybrid role, based in the Nottingham office 3 days per week and WFH 2 days per week.

• Manage and develop a client portfolio, typically comprising clients with assets up to £250,000.
• Offer tailored financial advice across investments, pensions, and protection.
• Cultivate strong client relationships, generating new business and securing referrals from satisfied clients.
• Uphold high compliance standards, adhering to FCA regulations.
• Collaborate closely with internal teams to ensure a cohesive and responsive client service

• Diploma in Financial Planning or equivalent.
• Proven track record of advising clients virtually or desk-based within a similar asset range.
• Demonstrable ability to build rapport and trust with clients, particularly through remote interactions.
• Strong understanding of FCA regulations and compliance requirements.
• Driven to help clients achieve financial goals with enthusiasm and commitment.

• Internal interfaces:Financial Advisers and Financial Planners;
  Portfolio Managers;
  Compliance;
  Proposition

• All employees are expected to adhere to the FCA regulations as may be in place from time to time including Consumer Duty and the FCA Code of Conduct (COCON).