Senior Paraplanner & Client Manager — Lead Client Advisory

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

Benefits offered by this job

Discretionary bonus

23 days annual leave

Birthday day off

Healthcare plan

Job summary

mbf. is seeking a Senior Client Manager - Paraplanner to take greater responsibility for client relationships while working closely with Financial Planners in Warrington, Cheshire.

The role includes attending client meetings, developing planning strategies, and providing advice within your authority. You will be a Level 4 Diploma holder with strong paraplanning experience and excellent communication skills, enabling you to discuss strategies directly with clients and support the advisory

Qualifications

• Level 4 Diploma minimum and strong paraplanning experience.
• Comfortable discussing planning strategies with clients.
• Able to explain complex subjects clearly.
• Authorized to provide advice when the Financial Planner is unavailable.

Responsibilities

• Managing relationships with an allocated group of clients.
• Attending and contributing to client meetings.
• Understanding clients' circumstances, objectives and changing priorities.
• Working with Financial Planners to develop suitable planning strategies.
• Undertaking technical research and analysis.
• Preparing clear, compliant recommendations.
• Providing advice to clients within the scope of your authority.
• Ensuring agreed recommendations are implemented correctly.
• Maintaining regular contact with clients and delivering an excellent ongoing service.
• Acting as an experienced and knowledgeable member of the wider planning team.

Skills

Paraplanning

Technical knowledge

Client communication

Relationship management

Education

Level 4 Diploma

Job description

mbf. is seeking a Senior Client Manager - Paraplanner to take greater responsibility for client relationships while working closely with Financial Planners in Warrington, Cheshire.

The role includes attending client meetings, developing planning strategies, and providing advice within your authority. You will be a Level 4 Diploma holder with strong paraplanning experience and excellent communication skills, enabling you to discuss strategies directly with clients and support the advisory