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Client Manager

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.

Key Responsibilities :

  • Report Writing – Update templated letters and draft basic suitability reports for ongoing advice reviews, ensuring Franklyn meets its Consumer Duty obligations and ongoing advice requirements.
  • Application Processing – Accurately handle client applications, liaising with product providers, advisers, and third parties to ensure timely completion.
  • Client Support – Prepare portfolio valuations, maintain accurate client records, and ensure all post-sale documentation is complete.
  • Operational Oversight – Support daily business operations, assist Wealth Managers, and contribute to key projects and initiatives.
  • Professional Development – Maintain technical competence, participate in update meetings, and continually enhance industry knowledge.
  • Client Interaction – Build strong client relationships through clear and professional communication, both face-to-face and over the phone.

What We’re Looking For :

  • Must have experience in a Financial Services environment (experience writing basic suitability reports for ongoing advice reviews advantageous)
  • Strong attention to detail and ability to manage multiple tasks effectively.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel).
  • A proactive and professional approach, with the ability to work both independently and as part of a team.
  • Ability to remain calm under pressure and manage competing priorities efficiently.
  • Someone wanting to progress in the industry and with their professional qualifications

    • Why Join Franklyn?

    At Franklyn, we are committed to delivering a first-class client experience. This role offers an opportunity to be part of a professional, collaborative team where high standards and continuous improvement are valued.

  • 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.