Paraplanner

Pratap Partnership Ltd; Escrick; On-site; GBP 35,000 - 55,000; Full time

Job summary

A boutique investment management group seeks a Client Services Manager to enhance client experience and support financial planning services. Key responsibilities include managing client relationships, assisting in financial advice delivery, and maintaining high standards of service. Ideal candidates have at least 5 years of relevant experience and a Diploma in Financial Planning.

Qualifications

• Minimum of 5 years’ experience in a paraplanning or client services role.
• Chartered or part-chartered status would be advantageous.

Responsibilities

• Serve as the primary contact for clients, maintaining strong, proactive relationships.
• Prepare for and attend client meetings, producing accurate notes and follow-up documentation.
• Conduct regular client portfolio reviews and ensure timely updates based on changing priorities.
• Ensure the seamless implementation of recommendations with a strong focus on accuracy and quality.

Skills

Microsoft Office

Financial planning tools

Client services

Communication

Organisational skills

Education

Diploma in Financial Planning

Tools

FE Analytics

Selectapension

CashCalc

AJ Bell

Aegon

Job description

Paraplanner / Client Services Manager
Location: Remote , with occasional travel to Birmingham, London and York offices
Contract Type: Full-time, Permanent
Salary: Negotiable, dependent on experience

Are you a client-focused financial services professional looking to take the next step in your career? A boutique investment management group with specialist wealth planning businesses, renowned for delivering bespoke advice and exceptional service to a high-net-worth client base, is looking for a Client Services Manager to join their growing team.

In this pivotal role, you will often be the first point of contact for clients, playing a central role in shaping their experience and building trusted, long-term relationships. You will also provide key support in the delivery of holistic financial planning services across a range of areas including tax, investments, retirement, and estate planning.

This is a rare opportunity to join a close-knit, values-led firm that places integrity, professionalism, and client care at the core of everything it does.

Key Responsibilities:

• Serve as the primary contact for clients, maintaining strong, proactive relationships
• Support financial planners across all areas of advice, including tax, investment, retirement, and estate planning
• Prepare for and attend client meetings, producing accurate notes and follow-up documentation
• Coordinate the preparation of suitability reports with outsourced providers
• Conduct regular client portfolio reviews and ensure timely updates based on changing priorities
• Ensure the seamless implementation of recommendations with a strong focus on accuracy and quality
• Maintain up-to-date knowledge of financial planning tools, platforms, and regulatory developments
• Collaborate closely with colleagues across the group to ensure a cohesive client service approach

About You:

• Minimum of 5 years’ experience in a paraplanning, client services, or similar financial planning role
• Diploma in Financial Planning (or equivalent) is essential
• High level of proficiency in Microsoft Office and financial planning tools (e.g., FE Analytics, Selectapension, CashCalc, AJ Bell, Aegon)
• Strong organisational skills and keen attention to detail
• Excellent communication and interpersonal abilities
• A client-centric approach with a commitment to delivering first-class service
• Chartered or part-chartered status would be advantageous