Client Relationship & Paraplanning Lead

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

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.