Client Manager - Financial Planning

Job Location	Brierley Hill
Education	Not Mentioned
Salary	£30,000 - £45,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

Are you an experienced Financial Planning assistant looking for a new role in a dynamic environmentDue to continued success in providing fee based advice to HNW clients, this successful wealth practice requires a professional and proactive Client Manager / Paraplanner to provide holistic support to Financial Advisers and the overall business as part oftheir administration and paraplanning function.The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, Defaqto and Selecta Pension would help, all ideally gained within a financial services practice and have highlevel paraplanning experience across the financial planning spectrum.Duties for this role will include:

Support the Financial Planners in research and analysis to meet client needs and objectives.
Production of illustrations and relevant application paperwork via various external provider platforms
Suitability Report preparation
Fact Find
Illustrations

This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop yourskills and further your career.By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Keyskills :
Financial PlanningFinancial ServicesParaplanningFinancial Planners

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