Bruin in Warrington is seeking a Senior Client Manager to join a well-established financial planning team. You will join Senior Financial Advisers, attend client meetings, own the technical planning, and manage client-facing work while preserving the hands-on paraplanning elements.
You’ll handle fact-finds, build cash‑flow models, review pensions, investments and protection, and ensure reports are accurate, clear and compliant with FCA rules. A strong paraplanning background is essential.
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Senior Client Manager: Paraplanning & Client Advice in Warrington employer: Bruin
Join a well-established consultancy that prioritises flexibility and career growth, making it an excellent employer for a Data Pension Migration Analyst. With remote working options and a supportive work culture, you will have the opportunity to develop your skills while contributing to meaningful projects in the pensions sector. The company fosters a collaborative environment where mentoring junior analysts is encouraged, ensuring that every team member can thrive and advance in their career.
