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Senior Client Manager

Senior Client Manager

FranklynCongleton, England, United Kingdom
7 days ago
Job type
  • Full-time
Job description

Franklyn is a dynamic and client-focused financial services firm, committed to delivering exceptional wealth management solutions while making a meaningful impact in the community. Through our renowned charity events—the Winter Waltz Gala Dinner and the Summer Swing Charity Shield Golf Day —we have raised over £1.88 million for incredible causes. We are also proud sponsors of Sale Sharks, Stoke City Football Club, Badminton England and Happy Radio .

We are looking for a Senior Client Manager to join our high-performing team and play a key role in supporting our Wealth Managers in providing strategic financial advice to our valued clients.

The Role

As a Senior Client Manager , you will be responsible for ensuring the seamless delivery of financial advice by supporting the technical, compliance, and client management aspects of the advisory process. This is a fantastic opportunity for a detail-oriented professional with strong financial planning knowledge who is eager to develop their career in a well-respected firm.

Key Responsibilities

  • Support Wealth Managers by analysing client requirements, developing cash flow models, and maintaining accurate financial records
  • Prepare suitability letters and reports while managing back-office records throughout the advice process
  • Stay informed of industry changes, ensuring all business activities comply with regulatory requirements
  • Handle client queries and provide outstanding service to build long-term relationships
  • Work closely with internal teams, provide training, and support colleagues in enhancing service delivery

What We’re Looking For

  • Level 4 Diploma in Financial Planning
  • Strong financial acumen and numeracy skills
  • Exceptional attention to detail and accuracy
  • Ability to manage multiple tasks and deadlines effectively
  • Proficiency in financial software and IT systems
  • Excellent communication and relationship-building skills
  • A proactive and professional approach to client service

    • Why Join Franklyn?

  • A well-established and respected financial services firm
  • Support with professional development if desired such as further qualifications.
  • A dynamic and supportive team environment
  • Death in service (after 6 months continuous service).
  • Critical illness cover and income protection (after 2 years continuous service).
  • PMI after 5 years continuous service
  • 29 days holiday inclusive of any bank holidays. (increasing by 1 day per year to up to a maximum of 34 including bank holidays)
  • Health and wellbeing fitness session every week.
  • Regular team events.
  • Access to your own financial adviser.

    • This is a fantastic opportunity for a skilled financial services professional looking to advance their career in a firm that values excellence, integrity, and innovation .

    Apply now to be part of Franklyn’s success story.