Senior Paraplanner & Client Service Lead

Jenson Fisher Consulting Ltd; Stansted Mountfitchet; On-site; GBP 40,000 - 60,000; Full time

Job summary

A private wealth management firm in Stansted is looking for a Senior Client Manager/Paraplanner to support Advisers and Financial Planners. The successful candidate will be responsible for managing client relationships, preparing documentation, and ensuring compliance in financial planning services. Applicants should have at least 2 years of paraplanning experience and a certificate in financial planning. Competitive salary and benefits offered.

Qualifications

• Minimum 2 years’ experience working as a (Junior) Paraplanner.
• Minimum 3 years working within a financial planning environment.
• Experience dealing with high net worth clients.

Responsibilities

• Support Advisers and Financial Planners in managing client relationships.
• Prepare client documentation for meetings and ensure excellent service.
• Organize and oversee client review meetings and implement agreed actions.

Skills

Client relationship management

Financial planning

Communication

Accuracy

Education

Certificate in Financial Planning or Paraplanning

Diploma in Financial Planning (Level 4)

Job description

A private wealth management firm in Stansted is looking for a Senior Client Manager/Paraplanner to support Advisers and Financial Planners. The successful candidate will be responsible for managing client relationships, preparing documentation, and ensuring compliance in financial planning services. Applicants should have at least 2 years of paraplanning experience and a certificate in financial planning. Competitive salary and benefits offered.