Senior Paraplanner - Client Manager

  • Location

    Wilmslow, Cheshire

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £35000 - £50000 per annum + Benefits

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    over 1 year ago

  • Expiry date:


  • Consultant:


MB Fitzgerald are currently working with a multi-award winning, Chartered Wealth Management organisation who are looking to recruit an additional Client Manager for their offices in Wilmslow.

The Client Manager position is a Paraplanner role with a difference. Paraplanners at this company have a high level of client contact, becoming the first point of contact and forming close relationships with their own 'client banks'. Because of this, we are looking for people who are great communicators as well as technically competent.

At this company, being a Client Manager is a career of it's own. You'll be encouraged to progress towards further qualifications as well as being offered the opportunity to train as a Leader/ Manager or Technical Specialist. Client Managers will not be providing advice but will be expected to proactively manage and develop their relationships with the clients while providing support such as answering queries, research and reporting, quarterly reviews of client portfolios, arranging and attending review meetings.

Such a busy and varied role also comes with the benefit of being one of the best paid 'Paraplanner' roles in the North-West. The company need the best staff around and are willing to pay excellent starting salaries as well as an industry leading benefits package and 33 days holiday!

The role would suit an experienced Paraplanner with excellent communication skills or a Financial Adviser who is looking to move away from the pressured environment of targets. You must be Diploma Qualified as a minimum and ideally you will have worked towards the Advanced Diploma Qualifications.