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- Tasks: Manage client relationships and prepare financial documentation in a dynamic environment.
- Company: Join a forward-thinking financial planning firm that values collaboration and professional growth.
- Benefits: Enjoy hybrid working, flexible hours, and support for professional qualifications.
- Why this job: Be part of a supportive team culture while delivering outstanding client service.
- Qualifications: Experience in financial services and a Level 4 Diploma in Financial Planning is preferred.
- Other info: This is a full-time, permanent role with a competitive salary and discretionary bonus.
The predicted salary is between 28000 - 42000 £ per year.
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This range is provided by Tate Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
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Direct message the job poster from Tate Recruitment
Principal Consultant @ Tate Recruitment | Recruitment Maverick
Client Manager/Paraplanner
Location: Stansted/Cambridge (Hybrid working available)
Salary: £35k to £50k DOE + Discretionary Bonus + Excellent Benefits incl support with professional qualifications and membership.
Full-time, Permanent
About the Role:
As a Client Manager/Paraplanner, you’ll be the first point of contact for clients, ensuring a seamless and professional experience across all touchpoints. You’ll work closely with Advisers and Financial Planners to manage client relationships, prepare financial documentation, and support the delivery of regulated advice.
Key Responsibilities of Client Manager/Paraplanner:
- Build and maintain strong client relationships, managing communications via phone, email, and in-person.
- Organise and attend client meetings.
- Prepare and maintain accurate client files and documentation in line with FCA regulations.
- Support the preparation of financial plans, cash flow forecasts, and suitability reports.
- Conduct technical research and due diligence on platforms, products, and providers.
- Oversee the implementation of financial recommendations and ensure timely follow-up.
- Coordinate and contribute to annual client reviews and ongoing servicing.
- Liaise with third parties including accountants, legal advisers, and investment providers.
What We’re Looking For:
- Experience in a client-facing support role within financial services or wealth management.
- Strong understanding of financial planning processes and FCA compliance.
- Excellent communication, organisation, and relationship management skills.
- Proficiency with CRM systems
- Ability to manage multiple priorities and work collaboratively with internal teams.
- Level 4 Diploma in Financial Planning (or very close to achieving Level 4).
What’s on Offer:
- Competitive salary and discretionary bonus
- Hybrid working and flexible hours
- Supportive and collaborative team culture
- Ongoing professional development and training
If you’re passionate about delivering outstanding client service and want to be part of a forward-thinking financial planning firm, we’d love to hear from you.
To discuss further please contact marie.mcdermott@tate.co.uk
Seniority level
-
Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
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Job function
Management and Administrative
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Client Manager/Paraplanner employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager/Paraplanner
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and financial planning processes. This knowledge will not only boost your confidence but also demonstrate your commitment to compliance and professionalism during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work as Client Managers or Paraplanners. Engaging in conversations can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlighting your communication and organisational skills will set you apart from other candidates.
✨Tip Number 4
Research StudySmarter and understand our values and culture. Tailoring your approach to align with our mission will show that you're genuinely interested in being part of our team.
We think you need these skills to ace Client Manager/Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client-facing roles within financial services or wealth management. Emphasise your understanding of financial planning processes and FCA compliance.
Craft a Compelling Cover Letter: In your cover letter, express your passion for delivering outstanding client service. Mention specific examples of how you've built and maintained strong client relationships in the past.
Highlight Relevant Qualifications: Clearly state your Level 4 Diploma in Financial Planning or your progress towards it. This is crucial for demonstrating your qualifications for the role.
Showcase Communication Skills: Since excellent communication is key for this position, provide examples of how you've effectively communicated with clients and colleagues in previous roles. This could be through managing communications via phone, email, or in-person meetings.
How to prepare for a job interview at Tate Recruitment
✨Know Your Financial Planning Basics
Make sure you have a solid understanding of financial planning processes and FCA compliance. Brush up on key concepts and be ready to discuss how they apply to the role.
✨Demonstrate Your Client Relationship Skills
Prepare examples of how you've successfully built and maintained client relationships in previous roles. Highlight your communication skills and ability to manage expectations.
✨Familiarise Yourself with CRM Systems
Since proficiency with CRM systems is essential, be prepared to discuss your experience with them. If possible, mention specific systems you've used and how they helped you manage client information.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This shows your genuine interest and helps you assess if it's the right fit for you.
