At a Glance
- Tasks: Manage client relationships and contribute directly to the advice process.
- Company: Established financial planning firm with a strong reputation and supportive culture.
- Benefits: Competitive salary, discretionary bonus, generous leave, and professional exam support.
- Other info: Opportunity for career growth into a Financial Planner role.
- Why this job: Take ownership of client relationships and make a real impact in financial planning.
- Qualifications: Level 4 Diploma qualified with strong communication and technical skills.
The predicted salary is between 40500 - 49500 £ per year.
You’ve built the technical knowledge. You understand what good advice looks like. This opportunity has been created for an experienced Paraplanner who is ready to take greater responsibility for clients, contribute more directly to the advice process and use the knowledge they have worked hard to develop. The Senior Client Manager position is a genuinely important, authorised role in its own right.
You will work closely with the firm’s Financial Planners while taking day-to-day responsibility for your own clients. You will attend and contribute to meetings, build trusted relationships and be authorised to provide advice when the Financial Planner is unavailable.
Your responsibilities will include:
- Managing relationships with an allocated group of clients
- Attending and contributing to client meetings
- Understanding clients’ circumstances, objectives and changing priorities
- Working with Financial Planners to develop suitable planning strategies
- Undertaking technical research and analysis
- Preparing clear, compliant recommendations
- Providing advice to clients within the scope of your authority
- Ensuring agreed recommendations are implemented correctly
- Maintaining regular contact with clients and delivering an excellent ongoing service
- Acting as an experienced and knowledgeable member of the wider planning team
The firm is particularly interested in someone with substantial Paraplanning or technical Financial Planning experience who feels ready to do more. You are likely to be:
- Level 4 Diploma qualified as a minimum
- An accomplished Paraplanner with strong technical knowledge
- Comfortable discussing planning strategies directly with clients
- An excellent communicator who can explain complex subjects clearly
- Confident taking responsibility while still working collaboratively with a Financial Planner
- Motivated by doing an excellent job for clients rather than simply chasing the next job title
- Someone with integrity, sound judgement and a genuinely personable approach
Previous experience in an authorised or client-facing position would be helpful, but the most important thing is that you have the technical credibility, communication skills and maturity to make that step. Longer term, there could be an opportunity to develop into a Financial Planner position. However, you will not need to treat this role as a temporary stepping stone. It offers considerably more ownership, influence and client contact than a conventional Paraplanning role.
The salary is £40,000–£50,000, dependent on experience, plus a discretionary bonus linked to company performance. Although technically discretionary, the company has paid a bonus every year throughout its 26-year history. The wider benefits include:
- 23 days’ annual leave plus bank holidays, rising to 24 days after five years’ service
- An additional day off for your birthday
- Christmas shutdown between Christmas and New Year, with employees usually retaining two days from their annual allowance and the remaining closure days gifted by the company
- Death in service at four times basic salary
- Income protection
- Medicash healthcare cash plan
- Full professional exam support, including study and exam leave
You will be joining a genuinely successful and established firm of Financial Planners. The business has built an excellent reputation over more than two decades, with a team of highly qualified Financial Planners delivering personalised advice across investments, pensions, retirement, tax and estate planning. It is an ambitious, growing firm with strong foundations and significant plans for the future. They hire good people with integrity who share their values and care about delivering an excellent service. It creates a working environment where people are trusted, supported and given the opportunity to develop.
Paraplanner - Senior Client Manager in Warrington employer: mbf. Careers
Join one of Scotland’s fastest-growing financial planning businesses, where you will thrive in a supportive and professional environment that values both personal and professional growth. With a commitment to providing high-quality advice and a strong focus on employee development, this independently owned practice offers excellent benefits, including financial support for industry qualifications and genuine opportunities for career progression. Experience the unique blend of a boutique firm's values with the resources of a larger organisation, all while working in the vibrant city of Edinburgh.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Senior Client Manager in Warrington
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like mbf. Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from mbf. Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like mbf. Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner - Senior Client Manager in Warrington
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in mbf. Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show mbf. Careers how you can be a team player!
How to prepare for a job interview at mbf. Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with mbf. Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with mbf. Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
