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A financial planning firm based in Chester is seeking an experienced Paraplanner / Client Manager to join their Advisor Support team. The role involves preparing client meetings, conducting financial analyses, and ensuring compliance, requiring a Level 4 qualification in paraplanning. The ideal candidate will have strong technical knowledge and significant experience to support high net worth clients effectively.
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Fram Executive Search Limited
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09.07.2025
23.08.2025
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Fram is excited to partner with a Financial Planning firm based in Chester. Our client works with High Net Worth (HNW) individuals, and they are looking for an experience Paraplanner / Client Manager to join their Advisor Support team. This opportunity has arisen due to growth and movement within the current team and all PP/CM work directly with one/two advisors.
The responsibility of the Client Manager to take ownership and control of the client review meeting process, preparing client suitability and cash flow reports, research, and analysis of financial products to meet client requirements and managing the presentation of technical data to the Adviser. Client Manager and Administration support must work together as a strong team, aiding clients irrespective of whether or not the Financial Adviser is available.
Key Responsibilities:
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