Client Manager - Financial Services

Are you a skilled Paraplanner/Client Manager looking for a challenging and expansive role with the opportunity to progress towards an advisory role? Have you achieved Diploma status and keen to develop further? If you feel restricted within your current role and want to advance your career, apply today. Due to continued success in delivering bespoke solutions to HNW clients, this energetic and expanding Wealth Management firm seeks a skilled Client Manager who will join their team in Central London.

The role involves servicing a portfolio of HNW clients. Responsibilities will include conducting in depth reviews and ensuring long term client needs are met. Applications are inviting from skilled Financial Services professional with experience of Paraplanning and Client Management gained within an IFA environment. You will be qualified to Diploma level and be progressing toward Chartered Status and have strong technical knowledge covering all areas of Financial Planning including Pensions, Investments, Tax and Protection products.

You will be able to demonstrate good presentation, communication and IT skills and have a hard working and flexible attitude. In addition, you must be comfortable dealing with HNW Clients. This role provides the opportunity to work within a dynamic, profitable and expanding business and to help shape the direction of its focused private client services. Paraplanner, Paraplanning, Wealth Management, Financial Planning, Financial Advice, Trainee Financial Planner, IFA 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