Client manager NEW

Recruit UK

Job Title: Client Engagement Manager

Industry: Financial Services

Location: Hybrid (Home + London office)

Salary: Up to £60,000

Job Ref: 10047

Recruit UK are working with a leading financial planning organisation who are seeking a Client Engagement Manager to lead and develop their growing engagement hub. This is a great opportunity for someone who enjoys managing people, refining processes, and still being hands-on with high-quality client engagement.

The Role:

As Client Engagement Manager, you will oversee the full engagement function, starting with managing one associate and expanding the team as lead volume grows. You will work across multiple lead sources, digital, event/webinar-based, and partnerships, ensuring leads are validated, prioritised, and allocated efficiently.

Duties include, but are not limited to:

• Managing, supporting, and developing the Client Engagement Associate
• Validating leads from multiple sources and allocating them through relevant channels
• Handling complex or higher priority leads directly
• Overseeing partnerships, ensuring strong process flow and relationship management
• Leading webinars, presentations, and client-facing sessions as required
• Reviewing and improving scripts, KPIs, and quality frameworks
• Supporting occasional content creation related to client engagement
• Ensuring data accuracy and consistency across systems
• Monitoring upcoming calls, pipeline activity, and overall lead quality
• Driving continuous improvement of engagement processes and team performance
• Leading by example to demonstrate best practice
• Working with internal stakeholders to ensure a smooth client experience, and maximisation of results from marketing efforts.

Skills and experience required:

• Level 4 Diploma in Regulated Financial Planning
• Strong understanding of the financial planning process
• Experience managing or mentoring a team, or stepping up into leadership (desirable)
• Proven track record in lead management, client engagement, or advice support roles
• Comfortable in a target-driven, performance-focused environment
• Confident hosting webinars or delivering client presentations

What’s in it for you:

• Salary up to £60,000
• Discretionary bonus
• 5% pension
• 25 days holiday + bank holidays (option to buy a further 5 days)
• Group life cover x4
• Private healthcare
• Hybrid working – home-based with access to London hub locations