A new opportunity has become available for a Client Manager to join a highly reputable, independent Chartered Financial Planning firm. As a Client Manager, you will: Provide excellent support to clients, keeping them updated responding to their inquiries and arranging regular review meetings Review client circumstances and assist in developing and executing a tailored financial strategy Conduct research to identify suitable financial products and services based on each client's needs Prepare investment strategies, mandates and reports that all comply with regulatory standards Keep up to date with industry trends and compliance and regulatory updates You will need: A Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification Experience working in a like for like role as a Client Manager Excellent relationship building skills Strong attention to detail A thorough knowledge of regulatory standards The hired individual will receive: A base salary of £32,000 - 50,000 dependent on experience A performance-driven bonus of up to 7% for achieving key milestones An excellent work life balance with a starting annual leave entitlement of 33 days holiday plus bank holidays Hybrid working Further bonuses, pension and more