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.