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 eventsthe Winter Waltz Gala Dinner and the Summer Swing Charity Shield Golf Daywe 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.The RoleAs a Senior Client Manager, you will be responsible for ensuring the seamless delivery of financial advice by supporting the technical, compliance, and client management aspects of the advisory process. This is a fantastic opportunity for a detail-oriented professional with strong financial planning knowledge who is eager to develop their career in a well-respected firm.Key ResponsibilitiesSupport Wealth Managers by analysing client requirements, developing cash flow models, and maintaining accurate financial recordsPrepare suitability letters and reports while managing back-office records throughout the advice processStay informed of industry changes, ensuring all business activities comply with regulatory requirementsHandle client queries and provide outstanding service to build long-term relationshipsWork closely with internal teams, provide training, and support colleagues in enhancing service deliveryWhat Were Looking ForLevel 4 Diploma in Financial Planning or close to completing Strong financial acumen and numeracy skillsExceptional attention to detail and accuracyAbility to manage multiple tasks and deadlines effectivelyProficiency in financial software and IT systemsExcellent communication and relationship-building skillsA proactive and professional approach to client serviceWhy Join Franklyn?A well-established and respected financial services firmSupport with professional development if desired such as further qualifications.A dynamic and supportive team environmentDeath in service (after 6 months continuous service).Critical illness cover and income protection (after 2 years continuous service).PMI after 5 years continuous service29 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 Franklyns success story.
Job Title
Paraplanner