Client Relationship Manager / Paraplanner

Our client, an independent Financial Advisors with a good local reputation for high quality personal service, are seeking a DipPFS qualified individual to join their organisation as a Client Relationship Manager / Paraplanner to provide the highest standards of integrity, reliability and professionalism. This role will involve providing technical research and report writing support to a team of Advisers and provide excellent customer service to a portfolio of clients. This will be a busy and varied position and a fantastic opportunity to work in a great environment with fun, hard-working people who share a common desire to contribute in taking the business forward.

Duties and responsibilities:
• Accurately and efficiently support the advisers to enable the achievement of targets
• Support the preparation and maintenance of all client management information and control documentation
required to assist efficient and proactive service delivery
• Pre-meeting preparation by proactively reviewing client files and highlighting discussion points prior to any client interactions, such as a client annual review meeting
• Preparation of client correspondence and regular client liaison on your own portfolio
• Consistently and accurately record all client chargeable time and other activity in line with company procedures
• Assist with client handover process by liaising with new advisor to ensure smooth transfer
• Actively keep in contact with own portfolio of clients to ensure that they are kept up to date with changes in the
market place
• Proactively assist with client base management

Skills and experience required:
• Level 4 Diploma in Financial Planning would be advantageous they will consider candidates who are studying
towards this qualification
Experience of working on pension switching, investments, ISA’s and General Investments
• 5-6 years industry experience
• Strong technical knowledge of financial services products
• Effective writing of reports and suitability letters
• Effective technical and product research
• Ability to attend client meetings if required
• Excellent attention to detail and accuracy
• In depth understanding of compliance

Salary and benefits:
• Circa £27,000 – dependent upon experience
• Structured bonus scheme
• 25 days annual leave plus 8 bank holidays
• Free car parking
• 4 x salary death in service
• Group income protection insurance
• Company pension