IFA Paraplanner (Permanent) in Cheshire

Job Description Client Managing Paraplanner Job Type: Full-time, Permanent An established and highly regarded Chartered Financial Planning and Wealth Management firm is looking for an experienced Client Manager to join its growing team. This is a varied role combining paraplanning, financial planning support and client relationship management. You will work closely with Financial Planners while managing a portfolio of clients and helping to deliver tailored financial planning strategies. The ideal candidate will enjoy both the technical and client-facing aspects of financial planning and be passionate about delivering an excellent client experience. Build and maintain strong, long-term client relationships. Support Financial Planners with financial strategies and recommendations. Conduct product and investment research. Prepare investment strategies, mandates and recommendation reports. Maintain knowledge of financial services, legislation and FCA requirements. Work in line with Consumer Duty and regulatory standards. CII Level 4 Diploma in Regulated Financial Planning or equivalent. Experience within Financial Planning, Wealth Management, Paraplanning or IFA. Funded professional study support. Paid study leave and exam fees. Generous annual leave. Pension, death-in-service and income protection. Ongoing training and development. If you're an experienced Client Manager, Paraplanner or Financial Planning professional looking for a role combining technical work with client relationships, this could be an excellent opportunity.