Paraplanner

Location: Cheshire East Salary: £45,000 Job Type: Full-Time (Office-Based)

Are you a detail-oriented professional with a passion for financial planning and exceptional client service? Our client, a highly regarded multi-office financial planning firm, is looking for a Client Manager to join their team. This is a fantastic opportunity to play a key role in delivering first-class financial planning solutions to private clients across the Northwest.

The Role

As a Client Manager, you will be a crucial part of the team, supporting Advisers, the Operations Manager, and the Compliance Team to ensure seamless client interactions and the smooth running of financial planning processes.

Key Responsibilities

• Work closely with Advisers to research and analyse financial strategies, products, and plans.
• Prepare client suitability reports and cash flow analysis.
• Ensuring all financial data is compiled and reviewed.
• Liaise with providers and third parties to ensure client requirements are met efficiently.
• Ensure compliance with all regulatory standards and internal policies.
• Act as a key point of contact for clients, delivering an outstanding level of service.
• Organise and oversee client review meetings, maintaining a professional and efficient workflow.
• Identify opportunities to improve internal systems and processes.

What We’re Looking For

• Proven experience in a Paraplanning or similar role within financial services.
• Diploma qualified and looking to continue their professional development Strong organisational skills with a keen eye for detail.
• Excellent communication and relationship management skills.
• Ability to analyse complex financial data and provide clear, actionable insights.
• Commitment to professional development and staying up-to-date with industry standards.
• A proactive, client-focused mindset with a problem-solving approach.

This is a great opportunity to join a highly professional and supportive team where your skills and experience will be valued. If you’re looking for a role that offers career growth, and the chance to make a real impact, lets have a chat.