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For Companies At a Glance
- Tasks: Support financial advisers and manage client relationships with a focus on excellent service.
- Company: Independent, Chartered private wealth management firm with a collaborative culture.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning and strong communication skills required.
- Other info: Opportunity for growth in a fast-paced, rewarding environment.
The predicted salary is between 36000 - 60000 £ per year.
Overview
My client is an independent, Chartered private wealth management firm with offices in Cambridge, London and Stansted.
Clients are supported by a dedicated team of over 20 industry professionals. They assume the role of a collaborative financial partner. Guiding, advising and working with clients over the long-term. Building a relationship that permits both openness and debate.
They now have an opportunity for a Senior Client Manager / Paraplanner to join their experienced team.
PURPOSE OF JOB
PURPOSE OF JOB:
To support the Advisers and Financial Planners in managing client relationships, preparation and delivery of financial planning services and regulated advice. To act as the first point of contact for clients, ensuring a smooth delivery of an excellent client servicing experience and communication.
KEY RESPONSIBILITIES & ACCOUNTABILITIES
Client Servicing
- Provide friendly and professional first point of contact for clients (by post, phone, email, virtual and in person)
- Establish and maintain strong client relationships, manage their needs and enquiries, and attend meetings
- Organise existing and prospective client meetings, including the Financial Health Assessment (FHA) process.
- Prepare client documentation in advance of and following client meetings, including meetings notes
- Manage client service needs, preferences, and expectations to ensure client satisfaction
- Liaise with other team members on work progress for all client live activities and keep clients informed (as per business process)
- Liaise with third parties and other professionals regarding client investments, tax or legal affairs
- Ensure that relevant service components (as per client agreements and service propositions) are delivered throughout the year and in a timely manner
- Oversee and manage ongoing client servicing requests. Delegate tasks when appropriate while ensuring actions are diarised and dealt with in a timely manner.
Preparation & Maintenance of Client Files
- Oversee the data harvest process and ensure completeness of client files, both electronic and paper based, and accuracy of data obtained
- Confirm client risk profiling is determined, up-to-date and recorded including liaison with the Investment Director
- Ensure all appropriate ‘know your client’ information has been obtained and can be demonstrated within the relevant client file
- Liaise with other team members to maintain accurate client records on the back- office system, platforms and other IT systems that hold client data
- Maintain detailed records to comply with the regulations of the Financial Conduct Authority (FCA)
Preparation of Regulated Advice
- Identify and obtain information necessary to compile client recommendations and assist with cash flow forecasts
- Document all the quantitative detailed information required to support any recommendations to be made
- Compile draft net worth statements; income and expenditure statements and financial cash flow forecasts for review by Advisers
- Identify and discuss areas of financial planning with Advisers and Financial Planners
- Carry out technical calculations
- Carry out due diligence on platforms, products, investments, providers etc.
- Undertake research to identify suitable solutions to meet clients’ needs and specific objectives
- Liaise with product providers and negotiate best terms for clients
- Prepare relevant information and comparisons ready for review by Advisers and Financial Planners
- Liaise with clients’ accountants, legal and tax advisers and other third parties in relation to client requirements and holdings
- Consider current and future asset allocation for investment strategies in relation to client risk profiles and lifetime cash flows
- Produce clear, technically accurate, compliant, and concise Financial Plans and Suitability Reports as per Advice Process
- Obtain illustrations and application forms as necessary with assistance of the Administration team
- Complete and manage applications or proposal forms
- Ensure that all recommendations and reports meet legal and regulatory requirements
- Implementation of recommendations
- Make changes to clients’ investments as necessary
- Ensure agreed action points get diarised, actioned and completed as per business process
- Liaise with other team members to ensure efficient and accurate processing of recommendations as per Implementation process; assist when needed
Client reviews
- Organise client review meetings as per Annual Review Process or Catch Up Meeting Process
- Oversee preparation of paperwork required for the reviews as per Annual Review Process and contribute technical aspects of review documentation as per the Annual Review Process
- Review client cases, including their investment portfolios, asset allocations, risk profiles etc.
- Carry out financial calculations and prepare spreadsheets
- Attend client meetings and complete file notes
- Diarise and oversee implementation of agreed actions post all client meetings
EXPERIENCE
- Used to dealing with high net worth clients
- Minimum 2 years’ experience working as a (Junior) Paraplanner
- Minimum 3 years working within a financial planning environment
- Certificate in Financial Planning or Paraplanning; OR
- Diploma in Financial Planning (Level 4)
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Paraplanner & Client Manager employer: Jenson Fisher Consulting Ltd
Contact Detail:
Jenson Fisher Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner & Client Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know someone at the firm you're eyeing. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning and client management. We recommend practising common interview questions and scenarios related to client servicing to show you're ready to hit the ground running.
✨Tip Number 3
Showcase your personality! When you get the chance to meet potential employers, let your passion for client relationships shine through. Remember, they’re looking for someone who fits into their collaborative culture.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Paraplanner & Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner & Client Manager role. Highlight your experience with high net worth clients and any relevant qualifications, like your Certificate in Financial Planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that demonstrate your ability to manage client relationships and deliver excellent service.
Showcase Your Communication Skills: Since this role involves being the first point of contact for clients, it's crucial to showcase your communication skills. Use clear and professional language in your application, and don’t forget to mention any experience you have in client servicing.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role there!
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Know Your Stuff
Make sure you’re well-versed in financial planning concepts and the specific services offered by the firm. Brush up on your knowledge of client relationship management, as you'll need to demonstrate your ability to build rapport with high net worth clients.
✨Showcase Your Experience
Prepare to discuss your previous roles as a Paraplanner or Client Manager. Highlight specific examples where you've successfully managed client relationships or prepared financial documentation. This will show that you have the hands-on experience they’re looking for.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the firm and its clients. Inquire about their approach to client servicing or how they handle complex financial situations. This not only demonstrates your enthusiasm but also helps you gauge if the firm is the right fit for you.
✨Be Personable and Professional
Since this role involves being the first point of contact for clients, it’s crucial to convey warmth and professionalism. Practice your communication skills and be ready to showcase how you can create a welcoming environment for clients, whether in person or virtually.
