Posted 3 May by recruitment22
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Client Relationship Manager (Paraplanner) Vacancy. Bury. Up to £45,000.

An independent Financial Advisers in Bury are seeking an additional Client Relationship Manager (Paraplanner) to join the team. The salary is up to £45,000 and for that they are looking for someone with the Level 4 Diploma in Regulated Financial Planning and good Paraplanning experience in an Independent company.

Responsibilities will include:

  • Obtaining information on a client’s existing financial arrangements and conducting a gap analysis.
  • Producing a strategy report and making high level recommendations in line with the clients objectives where required.
  • Researching the market in line with guidelines from the Advisers, the client’s circumstances and objectives for product and service solutions and preparing personalised high quality reports that are client to the client, are written in plain English and include any compliance requirements.
  • Understand each client’s circumstances, objectives, attitude to risk, capacity for loss, knowledge and experience and timescales to ensure advice is appropriate.
  • Prepare analysis of client’s existing portfolio.
  • Conducting research and produce client facing strategy reports to facilitate business writing opportunities.
  • Prepare research and quotations for client meetings.
  • Work closely with other paraplanners to share ideas and best practice, including assisting Manager with all aspects of a good customer experience and identify any improvements that can be made.

Benefits include:

  • Holidays: 25 days with additional tiering on length of service
  • Pension Scheme: 3% Employer and 4% Employee contributions
  • Death in Service: 4 x salary
  • PHI: 75% up to NRD, 13 weeks deferred

Reference: 52584320

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