Client Relationship Manager

🔒 Confidential Employer
Posted 22 March 2026
LOCATION
Sheffield
TYPE
Full-time
LEVEL
Mid-Senior level
CATEGORY
Financial Services
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Financial Services experience FCA regulations Compliance requirements Client Management Communication skills Financial Planning Due Diligence Client Liaison

FULL DESCRIPTION

Vacancy – Client Relationship Manager – Sheffield

[Employer hidden — view at passion-project.co.uk] Financial Services are now looking for a Client Relationship Manager who will join our existing advisory team. The role will be to provide advice and ongoing servicing support to own bank of our ongoing service clients both through remote and face to face meetings. This role will also encompass conducting due diligence, research and analysis on your own clients to ensure the efficient delivery of all advice.

Responsibilities

  • Undertaking client review meetings both virtually and face to face
  • Assessment of client’s personal financial circumstances, needs and objectives including attitude to risk and capacity for loss
  • Evaluation of existing financial arrangements
  • Due Diligence, research and analysis
  • Calculations (Pension contributions/CGT/IHT/Income Tax)
  • Oversight of provider illustrations / applications / fund information etc
  • Identifying any new business opportunities and cross group referrals and making applicable recommendations
  • Oversight of any post review work passed into the support team
  • Client fee monitoring
  • Client liaison to completion of work required
  • Dealing with ad-hoc client servicing requests
  • Use of Back-office system to ensure general record keeping, maintenance and updating of client information
  • Liaising with clients and third-party providers

Experience/Qualifications

  • 5+ years Financial Services experience
  • Knowledge and understanding of FCA regulations and compliance requirements
  • Senior administrator/paraplanning experience
  • Fully diploma qualified
  • Fantastic attitude and work ethic
  • Good interpersonal and communication skills
  • Ability to work to tight deadlines and be able to efficiently prioritise own workload

How to apply

Send your CV to [contact hidden]

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