CLIENT MANAGING PARAPLANNER - CHESHIRE

An established and highly regarded Chartered Financial Planning and Wealth Management firm is looking for an experienced Client Manager to join its growing team.

This is a varied and client-focused role, combining elements of paraplanning, financial planning support and client relationship management.

You will work closely with Financial Planners while taking day-to-day responsibility for a portfolio of clients. The successful candidate will be expected to build strong, long-term client relationships, understand their financial objectives and help deliver tailored financial planning strategies.

This is an excellent opportunity for someone who enjoys both the technical and relationship-management sides of financial planning and wants to play an important role in delivering an exceptional client experience.

Key Responsibilities:

• Attend client meetings alongside the Financial Planner and prepare accurate meeting notes documenting the client's needs, objectives and circumstances
• Build and maintain strong ongoing relationships with clients.
  Respond to client queries, provide updates and arrange regular review meetings.
• Work closely with Financial Planners following client meetings to understand individual circumstances and contribute to the development and implementation of financial strategies.
• Carry out research and analyse financial products and services appropriate to individual client circumstances.
• Discuss suitable solutions and recommendations with the Financial Planner.
• Prepare investment strategies, mandates and recommendation reports for review by the Financial Planner.
• Ensure all documentation and recommendations meet required regulatory and compliance standards.
• Complete regular portfolio reviews and maintain accurate client records and file review systems.
• Monitor client holdings and changing financial priorities.
• Ensure agreed recommendations are implemented accurately and within appropriate timescales.
• Use financial planning, research and investment platforms effectively.
• Maintain up-to-date knowledge of financial services, industry developments and regulatory requirements.
• Work in accordance with Consumer Duty requirements and focus on achieving positive client outcomes.
• Support the wider Financial Planning team as required.

Skills & Experience:
The ideal candidate will have:

• CII Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification.
• Previous experience within Financial Planning, Wealth Management, Paraplanning or IFA environments.
• Strong understanding of the financial planning process.
• Excellent client relationship and communication skills.
• Strong analytical and research abilities.
• Excellent attention to detail and a high level of accuracy.
• The ability to explain financial information clearly and appropriately.
• Strong organisational and time-management skills.
• The ability to manage multiple priorities and meet deadlines.
• A professional, ethical and client-focused approach.
• A genuine desire to continue developing technical and professional knowledge.

Financial Planning Systems:
Experience with financial planning and research systems such as Voyant, O&M, Analytics, Papercloud and investment/wrap platforms would be advantageous.

What the Firm Offers:
The successful candidate will join a supportive and professional Financial Planning and Wealth Management environment with a strong focus on learning, development and career progression.

Benefits include:

• Funded professional study support.
• Support with study materials and examination fees.
• Paid study leave.
• Generous annual leave entitlement.
• Pension scheme.
• Death-in-service benefits.
• Income protection.
• Ongoing learning and development opportunities.
• Supportive and collaborative working environment.
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Interested?

If you are an experienced Client Manager, Paraplanner or Financial Planning professional looking for a role that combines technical financial planning with meaningful client relationships, this could be an excellent opportunity.

If this sounds like the right opportunity for you and you're interested in finding out more, please get in touch with Riley to discuss the role and your experience.