Paraplanner

Client Manager – up to £45,000 – Hybrid working 

We are working with a well-established and award-winning financial planning practice seeking a Client Manager to join their team. This is a client-facing role supporting advisers while managing a bank of clients, ideal for a candidate looking for career progression rather than just a job.

Responsibilities:

• Attend client meetings alongside advisers and document discussions accurately.

• Maintain ongoing relationships with clients, answer queries, and arrange reviews.

• Research and analyse financial products, and prepare recommendations in line with client objectives.

• Prepare investment strategy and recommendation reports, ensuring compliance.

• Review client portfolios, maintain client files, and support ongoing client relationships.

• Use research and planning systems (FE Analytics, Cashcalc) and platforms such as Elevate.

• Ensure timely implementation of recommendations and maintain up-to-date knowledge of regulations.

• Build productive relationships with colleagues and clients within and outside the business.

Requirements:

• Level 4 Diploma in Regulated Financial Planning (or studying towards it); CII Diploma preferred.

• Strong client service and communication skills.

• Highly organised, methodical, and able to work to tight deadlines.

• Excel proficiency, attention to detail, and ability to follow business processes.

• Familiarity with back-office systems (Intelligent Office, Selecta Pension, FE Analytics, Iress) is desirable.

• Ability to work independently and as part of a team.