Job Details

Client Manager Senior Paraplanner

Sector:Financial Services

Region : North West England

Location: Cheshire

Salary: Basic + bonuses + excellent benefits

Job Ref.: CL1112E

Job Information

Experienced Client Manager (Paraplanner)
Circa £35,000 plus outstanding benefits and bonus.
Our client requires a chartered or almost chartered paraplanner to join their fast-growing entrepreneurial wealth management company based in Wilmslow.
The successful candidate will be responsible for the following:
o Working with the financial planner to manage client portfolios under our discretionary management service
o Be the primary contact for a selection of high net worth clients, sitting in all meetings with the financial planner
o Ongoing review of client portfolios on a quarterly basis providing a high level of service to the clients and financial planner
o Undertaking general administration and completing financial planning reports meeting our compliance standards
o Involvement in new client portfolios and migration of assets to our preferred wrap platforms

The ideal candidate will possess the following skills and experience
o A high level of attention to detail and accuracy
o Confidence in dealing with high net worth clients with portfolios of £1m+
o Ability to work in a fast paced dynamic environment
o Self-motivated with strong prioritisation and organisational skills
o Excellent communication skills and ability to work within a team exhibiting strong collaborative skills supporting colleagues where appropriate

As a Chartered or almost chartered Client Manager/Paraplanner, you will be joining a rapidly expanding company offering an excellent working environment. This is a challenging but ultimately rewarding position that, for the right person, will present many new and interesting opportunities.
You will be rewarded with a highly competitive salary along with some of the best benefits in the business, such as bonus, pension, healthcare and a very generous holiday entitlement.