Full job descriptionRemember why you got into financial planning?
It probably wasn’t the prospecting targets. Or the networking breakfasts. Or the quiet dread of a pipeline review when you’d rather have spent the week doing the actual work: understanding a family, untangling an estate, building a plan that changes the shape of someone’s life.
Somewhere along the way, a lot of good planners ended up in adviser roles that reward selling over advising. If that’s where you’ve found yourself, this role was designed for you.
We’re an award-winning, independent Chartered financial planning firm with one purpose: making people’s lives better. We’ve been doing it for more than 30 years and manage over £1.3bn of client assets.
As a Senior Client Manager, you’d have your own bank of 30 to 40 clients, with assets up to £100m, working alongside some of the firm’s most experienced financial planners, including the CEO.
Picture the week: four or five client meetings, all local, all within office hours. You’re in the room, building the relationship, shaping the strategy and owning everything up to the point of advice. Estate planning, family dynamics and genuinely complex cases. No targets. No prospecting. Nobody asking what you’ve brought in.
And you don’t have to give up advice to do it. Senior Client Managers can become authorised, signing off straightforward advice and holding client meetings in their own right. You keep the part of advising you love and hand back the part you don’t.
To be clear about who this suits: this is a destination, not a waiting room. Senior Client Managers build long-term careers here and are rewarded accordingly, with some earning more than junior advisers. If you’re looking for a bridge back to a conventional adviser role, this isn’t it.
The rest of life fits around it too. Hybrid working with a minimum of three office days, core hours of 10:00 am to 4:00 pm, a 37.5-hour week and genuine control over your diary. Dedicated administrative support and a leadership team that has grown from within the business.
You’ll bring your CII Level 4 Diploma (Chartered, or working towards it, is ideal), at least five years’ experience working with similar clients, and the warmth to build rapport quickly with both clients and senior colleagues.
Salary up to £70,000 depending on experience, plus bonus, pension, death in service, income protection, generous annual leave and fully funded study support with paid exam leave.