Client Relationship Manager

Blakemore Recruitment; Reading; On-site; GBP 25,000 - 40,000; Full time

Job summary

A leading Financial Planning business in Central Reading seeks a Paraplanner or Trainee IFA. This role offers a fantastic opportunity for technical professionals looking to transition into an adviser role, focusing on high-net-worth clients while receiving essential leads and support to kickstart their careers.

Qualifications

• Qualified to Level 4 Diploma in Financial Planning.
• Experience in dealing with high-net-worth clients.

Responsibilities

• Servicing minor clients to gain initial experience.
• Building a client bank as part of the adviser role.

Skills

Confidence in dealing with HNW clients

Strong industry knowledge

Education

Level 4 Diploma

Job description

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Opportunity for Paraplanner/Trainee IFA

A fantastic opportunity has arisen for an experienced Paraplanner or Trainee IFA who is adept at dealing with HNW clients, to join a leading Financial Planning business based in Central READING.

Ideal candidates will be qualified to Level 4 Diploma and could be new to the adviser role (e.g., a qualified paraplanner looking to take the first steps as a consultant) or someone who has just embarked on a career as a consultant.

The role involves servicing minor clients initially to gain experience in the adviser role and build your client bank.

This opportunity is perfect for a technical Paraplanner wanting to move into an adviser role or a fresh IFA seeking a professional practice where leads will be provided to help develop a successful career in the industry.

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