Templegate Recruitment invites applications for a Client Relationship Manager (Paraplanner) based in Ramsbottom, North West. The role focuses on researching client portfolios, producing strategy reports, and supporting Financial Advisers with compliant, high-quality client recommendations.
Ideal candidates will have Diploma-level study with progression toward Regulated Financial Planning, strong report-writing skills and a solid grounding in pensions, investments and FCA regulations.
#J-18808-Ljbffr
Senior Paraplanner & Client Strategy Specialist in Manchester employer: TEMPLEGATE RECRUITMENT LIMITED
As a leading Independent Mortgage & Protection firm with over 20 years of experience, we pride ourselves on our supportive and flexible work culture that empowers our Mortgage Advisers to thrive. With a strong emphasis on professional development, an established client base, and a friendly team environment, we offer an excellent opportunity for growth and success in the financial services industry, all while enjoying the benefits of hybrid working arrangements in Essex.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
