Client Manager

JR United Kingdom; Ewloe; On-site; GBP 35,000 - 55,000; Full time

Job summary

Join a respected financial planning firm as a Client Manager and play a crucial role in delivering high-quality financial advice. You will support Financial Planners in preparing comprehensive financial plans and conducting detailed analysis on investment options. This innovative firm is dedicated to excellence and offers a collaborative environment where your expertise will help clients achieve their long-term financial goals. With a commitment to your professional development, you will have the opportunity to advance your career while contributing to the growth of the firm. Apply today and make a difference!

Qualifications

• Experience as a Client Manager in wealth management or financial planning.
• Strong knowledge of pensions, investments, and tax planning.

Responsibilities

• Prepare financial plans and cashflow analysis for clients.
• Conduct research on financial products and investment options.
• Ensure compliance with regulatory standards and internal policies.

Skills

Technical analysis

Financial products knowledge

Analytical skills

Communication skills

Attention to detail

Education

Level 4 Diploma in Financial Planning

Tools

Financial planning software

Microsoft Office Suite

Job description

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Are you an experienced Paraplanner with a passion for delivering high-quality financial advice? Do you excel in technical analysis and supporting advisers in crafting bespoke wealth management solutions? If so, we’d love to have you join our team of Client Managers at Astute Private Wealth in either our Ewloe or Liverpool offices.

About Us:

Astute Private Wealth is a respected financial planning firm dedicated to providing tailored wealth management services to our clients. We pride ourselves on our commitment to excellence, client-focused approach, and ability to deliver personalised financial strategies that help our clients achieve their long-term goals.

Your Role:

As a Client Manager, you will play a vital role in supporting our Financial Planners in by:

• Preparing comprehensive financial plans, cashflow analysis, review reports, and recommendations for clients.
• Conducting detailed research and analysis on financial products, investment options, and tax implications.
• Assisting in the preparation of client meetings, including the creation of meeting packs and documentation.
• Ensuring all advice and documentation comply with regulatory standards and internal policies.
• Liaising with clients and providers to obtain necessary information and ensure seamless communication.

What We're Looking For:

• Experience as a Client Manager, ideally within a wealth management or financial planning setting.
• Strong technical knowledge of financial products, pensions, investments, and tax planning.
• Excellent analytical skills with the ability to interpret complex data and present it clearly.
• Proficiency in financial planning software and Microsoft Office Suite.
• A Level 4 Diploma in Financial Planning, or higher
• High attention to detail, strong communication skills, and a client-focused approach.

Why Join Us:

At Astute Private Wealth, we believe in investing in our team’s development and success. As part of our team, you’ll have the opportunity to advance your career, enhance your expertise, and contribute to the growth of our firm. We offer a competitive salary and benefits package, along with a supportive and collaborative working environment.

Become a key player in helping our clients achieve financial success. Apply today and join the Astute Private Wealth team!