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Client-Facing Paraplanner - Manage + Portfolios | Hybrid

Job in Wilmslow, Cheshire, SK9, England, UK
Listing for: Exchange Street Executive Search
Full Time position
Listed on 2026-01-09
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Consultant
Job Description & How to Apply Below
Position: Client-Facing Paraplanner - Manage £1m+ Portfolios | Hybrid
A leading financial services firm based in Wilmslow is looking for a Client Manager to handle a portfolio of high-value clients. You will work closely with financial planners, managing client relationships and participating in all client meetings. The firm emphasizes a supportive work environment with flexible working hours and extensive benefits, including generous holiday allowances and a bonus scheme. This is an excellent opportunity for a paraplanner seeking to enhance their career without the pressure of strict targets.
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