Paraplanner

Paraplanner (with client interaction)

£20-£40k (DoE & Qualifications)

Due to planned growth our client, a delightful firm of Independent Financial Advisers, is seeking a Client Manager to join their successful firm based in Fareham.This role will suit an experienced and fully qualified Paraplanner looking to move into client management and advising or an experienced qualified Financial Advisor who wishes to be less involved in strategic planning and business development but who still enjoys a high level of client interaction. Candidates will have experience working for a Financial Advisor ideally an Independent although this is not essential, and will have obtained or be working towards relevant industry qualificiations

As the Financial Services Client Manager you will be:

Working closely with the financial advisor to extract the information required providing a seamless service to the client.
Liaising with providers, clients and their client services and compliance teams.
Managing the service levels, transactions and ongoing client servicing.
Providing primary implementation and an administration point of contact for clients
Checking client reports pre-sale
Producing client reviews with the client services team
Overseeing the complete application process
Preparation for meetings
Completing written reviews
Helping to provide solutions to clients’ needs giving them a service that exceeds their expectations.
Able to make suggestions and recommendations within the business to help develop the businesses whilst looking to continually improve the service offered.

Successful candidates will be able to demonstrate:

3 years experience within an IFA office
Qualified or working towards the AF 1-5 qualifications or equivalent
Technically minded and able to offer suggestions/advice
Able to work accurately and to precise detail
Personable and reliable
Excellent organisational skills
Able to work using your own initiative
Able to work as part of a small team and undertaking tasks as necessary
Well presented and professional

This is an exciting opportunity for experienced and driven individuals who are looking to make their mark with a reputable local brand. They are looking for hardworking and dedicated employees and in return they offer you a challenging job role, coupled with a friendly work environment, competitive salary and career progression for the right person.

Only candidates that meet the criteria for this role and are eligible to work within the UK will be accepted for this role. We cannot get in touch with everyone who is not been successful for this role so if you do not hear from us feel free to call us.