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Home / Jobs / Paraplanner/Client Relationship Manager – Financial Services – Milton Keynes

03 July 2019

Paraplanner/Client Relationship Manager – Financial Services – Milton Keynes

Location: South East England

Salary: £28000 - 38000 per annum plus benefits DoE

Sector: Accountancy and Finance

Job Type: Permanent

Job Reference: BMC/07/2717 KL

Contact

Kathryn Lee

DD: 0191 303 9297

M: 07494 397 019

The Company

Our client is an established, client focused Wealth Management Company who offer a holistic range of services to clients including individuals, corporates, trusts, sports and media professionals.

Job Role

The salary band reflects that this is a new role which could be undertaken by a Client Manager with Financial Services experience of an experienced/qualified Paraplanner.

As a Paraplanner you would be responsible for:

  • Liaising with Wealth Managers, Chartered Financial Planners and clients to ensure efficient and accurate communications
  • Performing product research and review existing products.
  • Preparing and maintaining compliant client files.
  • Preparing technical reports and recommendations
  • Implementing recommendations

As a client Manager you would be responsible for:

  • Liaising with Wealth Mangers, Chartered Financial Planners  and clients
  • Input into and maintenance of client files.
  • Providing administrative support to Wealth Managers, Chartered Financial Planners and Paraplanners
  • Processing complex transactions for clients and compiling complex communications.

The following skills are essential:

Both levels of role would require significant experience of working in Wealth Management or a Chartered Financial Advisory Firm. You will be able to demonstrate strong verbal and written communication skills, accurate data input and excellent time management skills.

At Paraplanner level it is anticipated you will hold Level 4 Diploma in Regulated Financial Planner or the equivalent experience.

Additional Information

Pension, Private Medical Cover, 28 days rising to 31 + Bank Holidays

Apply for this Role

  • Accepted file types: doc, docx, pdf.

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