Paraplanner (Client Manager)

Paraplanner (Client Manager)

£38,000 – £48,000 + Training + Progression + Bonus + Hybrid Working + 41 days holiday + Company Benefits

Wilmslow (Stockport)

Are you a Paraplanner or similar with a CII Level 4 (or working towards it) looking for a role that focuses on working directly with high profile clients within a wealth management firm that will provide you with ample progression, the autonomy for flexible working and a generous bonus package?

This Chartered Firm is listed as one of the top financial services company to work for within the UK and manage over £1 billion worth of assets. The company is seeing rapid growth currently and are looking for ambitious candidates to join and make their mark within the sector.

On a daily basis you will be the direct point of contact for the client and work alongside a financial planner to advise clients on the best use of their assets. You will be involved with maintaining the client relationship, keeping them informed and arranging review meetings.

This role would suit a Paraplanner or similar with a CII Level 4 (or working towards it) looking for a role that focuses on working directly with high profile clients within a wealth management firm that will provide you with ample progression and the autonomy for flexible working. The company are known for their generous bonus as well as incredible holiday package.

The Role:

• Maintaining client relationships
• Liaising with Financial Planners
• Hybrid Working, Flexible hours

The Person:

• Paraplanner / Client Manager or similar
• CII Level 4 (or working towards it)
• Commutable to South Stockport

REF BBBH: 10769

Key words: Paraplanner, Client Support, Manager, finance, consultant, dentists, clients, planning, Stockport, Manchester, Chesshire

If you are interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

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