Paraplanner

Paraplanner / Client Manager
Wealth Management

An established wealth management firm is seeking an experienced Paraplanner / Client Manager to support a Director and deliver high-quality, client-focused financial planning.

Key responsibilities

• Preparing tailored financial plans, cashflow models and review reports

• Researching pensions, investments and tax planning solutions

• Producing compliant suitability reports and client meeting packs

• Liaising with clients, providers and internal teams to progress cases

Requirements

• Experience as a Paraplanner or Client Manager within wealth management

• Strong knowledge of investments, pensions and tax planning

• Level 4 Diploma in Financial Planning (or working towards Chartered)

• Confident using financial planning software (e.g. Voyant)

Benefits

• Competitive salary, bonus and strong career progression opportunities