Client Relationship - North (Wealth Management)

Location: Hybrid role based in Chester, Leeds, or Manchester, United Kingdom

Company

hirify.global Cheviot is a UK wealth management firm providing discretionary investment management and financial advice to private clients, charities, trustees, and professional partners.

What you will do

• Prepare meeting packs, recommendation reports, and application forms based on financial advice recommendations.
• Submit new business to providers, including the hirify.global Investment Platform, and track cases through implementation.
• Communicate with clients by telephone and email, provide case updates, and handle ad-hoc queries.
• Maintain accurate client records in the in-house X-Plan system.
• Apply the Treating Customers Fairly philosophy and contribute to positive customer outcomes under Consumer Duty.

Requirements

• Highly organised, proactive, and able to use initiative and take ownership of workloads.
• Ability to manage and prioritise multiple tasks, meet tight deadlines, and adapt quickly to change.
• Excellent written communication, attention to detail, customer service, and relationship-building skills.
• Ability to collaborate with colleagues to achieve the best client outcomes.
• Strong IT skills and proficiency with Microsoft packages.
• Ideally, experience in financial planning to support understanding of relevant processes and products.
• Strong communication, coaching, and problem-solving skills, with the ability to provide clear and practical guidance.
• Confidence delivering training to individuals and groups using established materials and adapting delivery to different knowledge levels and learning needs.

Culture & Benefits

• Inclusive, collaborative environment with emphasis on teamwork, integrity, curiosity, challenge, and ownership.
• Permanent, non-regulated position within the hirify.global Cheviot Advice department.
• 26 days of holiday, equivalent to 182 hours.
• Employee incentive scheme and non-contributory pension scheme with optional personal contributions.
• Private medical insurance, life assurance at four times salary, and income protection covering 75% of salary less state benefits after 26 weeks of absence.
• Flexible benefits are available to UK employees through salary deduction; a healthcare cash plan is available to Jersey employees only.