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Job Location | Manchester |
Education | Not Mentioned |
Salary | £27,000 - £36,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Oh what a role. Late December here in ’23.Manchester city central independent wealth management and financial planning consultancy who are recruiting for a Client Manager to join their team.They work with individuals, families, trustees and corporate entities throughout the UK. All Advisers are Chartered Financial Planners and this has helped them deliver outstanding service to clients and their families.This role is key to the service they provide as you will be first point of contact to clients and you will directly support the Financial Planners. You will be involved in client support, updating platforms, CRM, and manage switches and rebalancing for clientportfolios. This is a role you can really "own" and be a part of the journey with the Financial Planners and the clients of the business.Salary £30k+ for the candidate with the right experience. You will have experience in a similar role with a wealth management firm and be proud to continue in the role of Planner/Client support.