Private Client Manager

We are hiring for our client, a well-established and growing financial services firm, seeking an experienced Private Client Manager to join their expanding team. This is an excellent opportunity for a commercially driven Private Client Manager who enjoys building long-term client relationships, delivering high-quality financial planning advice, and contributing to business growth.

The successful Private Client Manager will manage an existing portfolio of clients while also developing new business opportunities, providing tailored advice across investments, pensions, and wealth management.

Top 3 Things to Know About this Job:

1. Strong earning potential with existing client relationships
2. Clear progression within a growing and ambitious business
3. Hybrid working with a high level of autonomy

The Role:

• Develop new business opportunities and convert prospects into long-term clients
• Manage and grow an existing portfolio of private clients
• Conduct detailed financial reviews, assessing client objectives and risk profiles
• Design and deliver tailored financial plans across investments, pensions, and protection
• Manage client portfolios and carry out regular reviews
• Prepare and present financial reports, projections, and investment updates
• Work closely with external advisors including solicitors, accountants, and tax specialists
• Ensure all advice is delivered in line with regulatory and compliance frameworks
• Attend networking events to build professional relationships
• Contribute to internal projects and business improvement initiatives

The Person:

• Minimum 5+ years' experience in financial services
• At least 2+ years in a client-facing advisory role
• Strong technical knowledge of financial planning
• QFA qualified (essential), CFP desirable
• Excellent interpersonal, communication, and presentation skills
• Strong analytical and problem-solving ability
• Proven ability to build and maintain long-term client relationships
• Experience with cashflow modelling tools (desirable)
• Commercially aware and proactive

The Reward:

• Competitive base salary + bonus potential
• 10% pension contribution
• Health insurance
• Hybrid working environment
• Strong career progression opportunities
• Supportive and collaborative company culture