Job Information

Client Manager (Paraplanner)

we are recruiting for a Chartered or almost chartered paraplanner in Wilmslow, Cheshire for our client a fast-growing entrepreneurial Wealth Management Company based in Wilmslow.

They are an award winning chartered wealth management company that offers a genuinely personalised financial and investment management service that gives their clients confidence now and in the future.


They are now seeking a forward thinking, diligent, personable individual to join the team.


Title: Client Manager


Location: Wilmslow, Cheshire
Salary: £30k- £40K per annum, based on qualifications and expertise
Benefits: 33 days holiday plus public holidays, death in service cover (4x salary), pension, bonus

The successful candidate will be responsible for the following:
• Working with the financial planner to manage client portfolios under our discretionary management service
• Be the primary contact for a selection of high net worth clients, sitting in all meetings with the financial planner
• Ongoing review of client portfolios on a quarterly basis providing a high level of service to the clients and financial planner
• Undertaking general administration and completing financial planning reports meeting our compliance standards
• Involvement in new client portfolios and migration of assets to our preferred wrap platforms


The ideal candidate will possess the following skills and experience



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


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