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Client Manager/Paraplanner
Job Posted: 4 days ago
Salary: £ 35,000 - 50,000 / Annum
Job Type: Permanent
Location: Stansted, Essex
Expire in: 23 days
Job Description
Client Manager/Paraplanner
Location: Stansted/Cambridge (Hybrid working available)
Salary: £35k to £50k DOE + Discretionary Bonus + Excellent Benefits incl support with professional qualifications and membership.
Full-time, Permanent
About the Role:
As a Client Manager/Paraplanner, you'll be the first point of contact for clients, ensuring a seamless and professional experience across all touchpoints. You'll work closely with Advisers and Financial Planners to manage client relationships, prepare financial documentation, and support the delivery of regulated advice.
Key Responsibilities of Client Manager/Paraplanner:
Build and maintain strong client relationships, managing communications via phone, email, and in-person.
Organise and attend client meetings.
Prepare and maintain accurate client files and documentation in line with FCA regulations.
Support the preparation of financial plans, cash flow forecasts, and suitability reports.
Conduct technical research and due diligence on platforms, products, and providers.
Oversee the implementation of financial recommendations and ensure timely follow-up.
Coordinate and contribute to annual client reviews and ongoing servicing.
Liaise with third parties including accountants, legal advisers, and investment providers.
What We're Looking For:
Experience in a client-facing support role within financial services or wealth management.
Strong understanding of financial planning processes and FCA compliance.
Excellent communication, organisation, and relationship management skills.
Proficiency with CRM systems
Ability to manage multiple priorities and work collaboratively with internal teams.
Level 4 Diploma in Financial Planning (or very close to achieving Level 4).What's on Offer:
Competitive salary and discretionary bonus
Hybrid working and flexible hours
Comprehensive benefits package
Supportive and collaborative team culture
Ongoing professional development and training
If you're passionate about delivering outstanding client service and want to be part of a forward-thinking financial planning firm, we'd love to hear from you.
To discuss further please contact
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your applicationBefore You Apply
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