Client Relationship Manager

Client Relationship Manager - Private Wealth - Sheffield - £45-50kLocation: Sheffield (office-based) Salary: £45,000-£50,000 Role: Client Relationship Manager - Private Wealth. Environment: Chartered, multi disciplinary wealth and tax planning groupWhy This Firm Stands OutThis is a Chartered, fully independent private wealth group with a long established presence across Yorkshire. The business operates from multiple offices, bringing together a team of financial planners, paraplanners, tax specialists, accountants and private client experts, giving you deep technical support and genuine cross department collaboration.The financial planning division is highly qualified, close knit and well resourced, meaning you''re supported by paraplanners, administrators, tax advisers and senior planners who share knowledge freely. The wider group structure also means clients benefit from joined up tax, trust, corporate and wealth planning, making your role more varied and impactful.The culture is people focused, detail driven and service led, with long-standing client relationships, strong retention and clear internal progression.Role OverviewYou''ll act as a Client Relationship Manager, supporting advisers and clients across private wealth, retirement planning, investments, tax planning and estate planning. This is a client facing role combining technical work, relationship management and oversight of the full advice process.Key ResponsibilitiesConduct client review meetings (virtual and ..... full job details .....