Paraplanner / Client Manager - Wealth Management

  • Location

    City of Manchester

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £30000 - £45000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH371_1637257146

  • Published:

    13 days ago

  • Expiry date:

    2021-12-18

  • Consultant:

    David Everingham

Paraplanner / Client Manager - Manchester based Wealth Management Business - Salary negotiable - Flexible working

MB Fitzgerald are currently working exclusively with a fast growing firm of Wealth Managers based in the centre of Manchester to recruit for a Client Manager. This company specialise in providing financial services to HNW private clients and as such, are looking for experienced, highly educated, articulated and service orientated staff for their team.

The Client Manager role is for somebody to take the day to day responsibility for the whole Financial Planning process for each client; including sitting in on client meetings, Paraplanning, some Administration etc, from start to finish. Because of this, they are keen to interview candidates who are not only technically minded but also well organised, and just as happy to submit new business as researching appropriate funds to recommend to a client.

There will be plenty of opportunity to progress within the company as they grow and for those whose aim is to eventually become a Chartered Financial Planner working with UHNW clients this could be a good move, although you'll have to prove yourself. The work will be very varied and interesting. The Advice is Investment lead but they also work with Private Equity, Segregated Accounts, ETFS, Offshore Bonds, SIPPs, Cashflow Modelling (for which they have their own in-house system).

Candidates must be experienced Paraplanners, Diploma Qualified as a minimum and should have a strong technical knowledge. Those who have studied for Advanced Diploma Qualifications will be at an advantage. Candidates should also be confident, personable and professional individuals with the ability to deal with HNW individuals.

Basic salary on this position is negotiable depending on experience and qualifications.

They offer a great package including:

  • Holiday leave of 30 days per annum.
  • Pension contribution of 8%.
  • PMI cover.
  • Participation each year in the company bonus scheme, which also provides access to option shares
  • Support with your professional development.

The company are based in central Manchester but offer flexible working from home a couple of days per week.