Client Relationship Manager

TN United Kingdom; Reading; On-site; GBP 30,000 - 45,000; Full time

Job description

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Opportunity for Paraplanner/Trainee IFA in Central Reading

A leading Financial Planning business in Central Reading is seeking an experienced Paraplanner or Trainee IFA to join their team.

Ideal candidates will be qualified to Level 4 Diploma and may be new to the adviser role (e.g., a qualified paraplanner aiming to become a consultant) or just starting as a consultant.

The role involves servicing minor clients initially, providing an opportunity to gain adviser experience and develop the client bank.

This position is perfect for a technical Paraplanner looking to move into an advisory role or a new IFA seeking a professional practice with lead support to build a successful career.

You must be confident in dealing with HNW clients and possess or be close to achieving Diploma Level 4 qualification with strong industry knowledge.