Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Prepare tailored financial plans and research investments while liaising with clients.
- Company: Reputable wealth management firm in Liverpool with a focus on high-quality service.
- Benefits: Competitive salary and excellent career progression opportunities.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Strong background in financial planning and knowledge of pensions and investments.
- Other info: Opportunity to work closely with a Director in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A reputable wealth management firm in Liverpool is seeking an experienced Paraplanner / Client Manager to support a Director in delivering high-quality financial planning. The role involves preparing tailored financial plans, researching investments, and liaising with clients and internal teams.
The ideal candidate should have a strong background in financial planning, strong knowledge of pensions and investments, and be comfortable using financial software like Voyant.
Competitive salary and career progression opportunities are offered.
Wealth Planning Paraplanner & Client Manager in Liverpool employer: Staff Power Group
Contact Detail:
Staff Power Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Paraplanner & Client Manager in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of pensions and investments. We all know that confidence is key, so being well-versed in these areas will help you shine when discussing tailored financial plans.
✨Tip Number 3
Showcase your tech skills! If you're familiar with financial software like Voyant, make sure to highlight this during your conversations. It’s a great way to demonstrate that you’re ready to hit the ground running.
✨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 the initiative to connect directly with us.
We think you need these skills to ace Wealth Planning Paraplanner & Client Manager in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and your knowledge of pensions and investments. We want to see how your background aligns with the role, so don’t hold back on showcasing relevant skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Paraplanner / Client Manager role. Share specific examples of your past work that demonstrate your ability to prepare tailored financial plans and liaise effectively with clients.
Show Off Your Software Skills: Since familiarity with financial software like Voyant is key, make sure to mention any relevant experience you have. If you’ve used similar tools, let us know how you’ve leveraged them to enhance your financial planning processes.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it’s super easy to do!
How to prepare for a job interview at Staff Power Group
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions and investments. Be ready to discuss specific financial planning strategies and how you've applied them in past roles. This will show that you’re not just familiar with the concepts, but that you can also implement them effectively.
✨Master the Software
Since the role requires using financial software like Voyant, it’s crucial to demonstrate your proficiency. If you’ve used similar tools, be prepared to talk about your experience and how you can quickly adapt to new software. Maybe even do a quick tutorial on Voyant before the interview!
✨Client Communication is Key
As a Paraplanner and Client Manager, your ability to communicate clearly with clients is vital. Think of examples where you’ve successfully managed client relationships or resolved issues. Practising how you articulate complex financial concepts in simple terms can really set you apart.
✨Show Your Team Spirit
This role involves liaising with both clients and internal teams, so highlight your teamwork skills. Share experiences where you collaborated with others to achieve a common goal. It’s all about showing that you can work well within a team while also being proactive in your responsibilities.
