Paraplanner/Client Manager

Posted 6 March by XL recruitment Featured

Our client is a team of highly experienced Independent Financial Advisers with over 25 years industry experience and a proven track record of providing a successful investment experience to a wealth of clients across the UK.

Due to internal progression an exciting opportunity has arisen for an experienced adviser/ paraplanner to join their advisory support team.


Supporting the Managing Director by providing high quality client relationship servicing to existing clients the role will involve dealing with client contact enquiries and requests and ensuring that all queries are resolved to the client's satisfaction or passed to the directors as appropriate.

Producing suitability reports and client review reports, both quarterly and ad hoc and processing fund switches and requests as well as being responsible for portfolio CGT management and monthly reviews the successful candidate will hold a minimum Level 4 Financial Services Diploma and will have an excellent working knowledge of Pensions, Investments and Wealth Management.

They will possess commercial awareness and an appreciation of the impact of sound technical support and robust paraplanning.


  • Minimum Level 4 Financial Services Diploma

  • Strong practical awareness & technical knowledge of retail financial products and current regulations
  • Excellent verbal and written communication skills
  • Calm & positive approach to problem solving and the ability to thrive under pressure
  • Strong analytical skills and keen attention to detailPrevious technical report writing and research experience</spa
  • Required skills

    • Investments
    • Paraplanning
    • Pensions
    • Telephone Manner
    • Wealth Management

    Application questions

    Do you currently hold Level 4 Financial Services Diploma?
    Do you have previous paraplanning or advisory experience?
    Are you keen to continue your studies to achieve Chartered Status?

    Reference: 34619164

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