Client Manager

  • Location

    Stansted Mountfitchet

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £35000 - £45000 per annum + plus bonus and benefits

  • Contact:

    Michael Groves

  • Contact email:

  • Job ref:


  • Published:

    26 days ago

  • Expiry date:


  • Consultant:

    Michael Groves

Are you DipPFS qualified and looking for a new opportunity that can offer you a clear path into advising if you choose it? Would you like to join a progressive boutique wealth planning firm known for putting client service at the core of everything it does? Are you passionate about people, technical advice, research, and analysis and want the opportunity to have much more client facing responsibility in your position?

My client, a high end Wealth Planners based near Bishops Stortford in Essex, have a fantastic opportunity for an enthusiastic technician with outstanding people skills to play a crucial team role alongside two highly experienced advisers. You may be thinking that it's a paraplanner role, but it is much more than that. It's a supercharged Paraplanner meets a top client account manager of a private bank type role and it's the level of client care and contact that makes this role stand out. With this client, there is no hierarchy when it comes to managing client relationships, they do it together and this role plays an integral part.

This is your chance to use your client skills at every stage of your career and, if you want to become an adviser in the future, they will support you on your journey. Working with two advisers, the duties of this role centre around paraplanning, ensuring an outstanding client servicing experience and acting as the first point of contact assisting clients with all their needs (delegating to other team members as necessary). There will be extensive client communication, you will attend client meetings and your job will be to know everything that's going on with each client.

You will be responsible for preparation of regulated financial advice, generation of clear, technically accurate, concise and compliant financial planning reports and cashflow forecasts and overseeing timely implementation of agreed actions.

Candidates must be DipPFS qualified from a financial services background . You could be working as a paraplanner at another financial planning firm but, equally, you could be employed at a provider, other investment or wealth management business, platform or network. You might even be working as an adviser and wishing to take a slight change in direction. If you are a level 4 qualified enthusiastic technician with outstanding people skills, we want to hear from you.