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Senior Paraplanner: Lead -Value Client Plans
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-02-16
Listing for:
Capio Recruitment
Part Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial planning firm in England is seeking a senior client manager to support experienced Financial Planners. This role entails managing a significant client bank and delivering complex financial strategies. The ideal candidate will have strong technical knowledge in financial planning and experience in client relationship management. With a focus on collaboration, this position offers opportunities for professional development and the chance to work closely with senior stakeholders.
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Position Requirements
10+ Years
work experience
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