Client Relationship Manager (Paraplanner

NJR Recruitment; Altrincham; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

A leading financial services firm in Altrincham is seeking a Client Relationship Manager (Paraplanner) to support their Managing Director. This hybrid role involves managing client interactions, providing essential support to financial planners, and building client relationships. The ideal candidate will have strong technical knowledge and relationship-building skills. The salary is up to £35,000 plus full exam support.

Benefits

Full exam support

Qualifications

• Proactive approach in managing client relationships.
• Experience in providing paraplanning support.
• Ability to work collaboratively with financial planners.

Responsibilities

• Manage day-to-day client interactions.
• Provide technical research and prepare recommendations.
• Oversee the implementation of financial advice.

Skills

Strong technical knowledge

Relationship-building skills

Job description

Client Relationship Manager (Paraplanner)

Altrincham / Hybrid

Salary to £35,000 + full exam support

We are delighted to be recruiting for a professional and proactive Client Relationship Manager to support the Managing Director of a specialist sports division . This is an excellent opportunity for an individual with strong technical knowledge and relationship-building skills to take on a key role within a highly respected financial planning environment.

In this position, you will act as the central point of contact for clients, advisers, and support teams. You will provide essential paraplanning, administrative, and analytical support - enabling the Financial Planner to focus on developing relationships and delivering exceptional client service. You will also build your own client relationships to ensure smooth operational delivery and an outstanding client experience.

The Role

As a Client Relationship Manager, you will be responsible for managing day‑to‑day client interactions, providing technical research, preparing recommendations, and overseeing the implementation of advice. You’ll work closely with the Financial Planner to ensure that clients receive tailored, compliant, and high‑quality financial planning solutions.

Principal Accountabilities :

Ma...