Senior Paraplanner: Client-Facing Lead

mbf.; England; On-site; GBP 40,000 - 50,000; Full time

Benefits offered by this job

23 days' annual leave

Birthday day off

Christmas shutdown

Death in service

Income protection

Medicash

Full professional exam support

Job summary

mbf. is seeking an experienced Senior Client Manager - Paraplanner, Client Facing in Warrington, Cheshire. You will manage a defined group of clients, attend meetings with Financial Planners and develop planning strategies, with authority to provide advice when needed.

Expect a salary of £40,000-£50,000 with a discretionary bonus and excellent benefits. The role emphasizes client-facing responsibility, technical paraplanning expertise and delivering high-quality service across Investments,

Qualifications

• Level 4 Diploma is required as a minimum.
• Substantial paraplanning or technical financial planning experience.
• Ability to discuss planning strategies directly with clients.
• Strong technical knowledge in financial planning.
• Excellent communication and maturity to work with a financial planning team.

Responsibilities

• Manage relationships with an allocated group of clients.
• Attend and contribute to client meetings.
• Understand clients' circumstances, objectives and changing priorities.
• Work with Financial Planners to develop suitable planning strategies.
• Undertake technical research and analysis.
• Prepare clear, compliant recommendations.
• Provide advice to clients within the scope of your authority.
• Ensure agreed recommendations are implemented correctly.
• Maintain regular contact with clients and deliver an excellent ongoing service.
• Act as an experienced and knowledgeable member of the wider planning team.

Skills

Relationship management

Client meetings

Communication

Technical financial planning

Paraplanning expertise

Education

Level 4 Diploma

Job description

mbf. is seeking an experienced Senior Client Manager - Paraplanner, Client Facing in Warrington, Cheshire. You will manage a defined group of clients, attend meetings with Financial Planners and develop planning strategies, with authority to provide advice when needed.

Expect a salary of £40,000-£50,000 with a discretionary bonus and excellent benefits. The role emphasizes client-facing responsibility, technical paraplanning expertise and delivering high-quality service across Investments,