Paraplanner - Client Manager
1 week ago
Job Title: Paraplanner - Client Manager
Location : Manchester
Are you passionate about delivering exceptional client service and working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients? Join our client, an exciting Wealth Management Organisation as a Client Manager and become part of a dedicated team committed to building long-term client relationships and providing world-class wealth management services.
About Us
Our client is a professional Private Client Wealth Management organisation and Family Office. Their focus is on providing superior quality and service, striving to be the best at what they do. As part of their team, you will contribute to delivering exceptional client experience while upholding their values of integrity, professionalism, and client-centricity.
Role Overview
As a Paraplanner/ Client Manager, you will play a key role in supporting their Financial Planners, Wealth Managers and their clients by providing high-quality paraplanning services and also taking control of the Administrative process. Your responsibilities will include:
- Delivering outstanding client service and ensuring client needs are met with precision.
- Supporting Client Partners by providing technical research, recommendations, and advice.
- Acting as a mentor to junior team members and contributing to continuous improvement of company standards and processes.
- Managing and coordinating client cases, ensuring all business is processed accurately and in a timely manner. Some support in this area is provided by Administrative colleagues
- Taking ownership of client work, reducing hand-offs, and becoming the trusted first point of contact for clients during their whole experience.
- Ensuring compliance with regulatory standards and acting as a line of defence for quality assurance.
What We’re Looking For
- We’re seeking an organized, proactive, and self-motivated individual who thrives in a fast-paced environment. You should be able to manage competing priorities while maintaining a high level of service excellence.
Preferred qualifications include:
- Knowledge of HNW and UHNW clients and their financial needs.
- Strong understanding of private banking, financial markets, and tax structures.
- Experience in paraplanning, with a focus on research, analysis, and suitability recommendations.
- Strong administrative skills with an eye for detail and accuracy.
- Excellent communication and teamwork skills.
- Technical proficiency in Excel, Word, and PowerPoint.
- Commitment to professional development, ideally qualified to Level 4 or studying towards higher financial qualifications.
On offer:
- Competitive basis salary. There is no official salary banding but a typical range would be £40,000 to £55,000 plus bonus and benefits
- Hybrid flexible working
- Benefits including 30 days holidays plus BH, 8% Pension, Share incentives, study support and Bonus.
If you are committed to delivering high-quality client service and are ready to take on new challenges, we’d love to hear from you
-
Paraplanner - Client Manager
1 week ago
Manchester Area, United Kingdom mbf Full timeJob Title: Paraplanner - Client ManagerLocation: ManchesterAre you passionate about delivering exceptional client service and working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients? Join our client, an exciting Wealth Management Organisation as a Client Manager and become part of a dedicated team committed to building long-term client...
-
Paraplanner - Client Manager
1 week ago
Manchester Area, United Kingdom mbf Full timeJob Title: Paraplanner - Client ManagerLocation: ManchesterAre you passionate about delivering exceptional client service and working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients? Join our client, an exciting Wealth Management Organisation as a Client Manager and become part of a dedicated team committed to building long-term client...
-
Paraplanner - Client Manager
1 week ago
Manchester, United Kingdom mbf Full timeJob Title: Paraplanner - Client ManagerMake sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.Location: ManchesterAre you passionate about delivering exceptional client service and working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients? Join our client, an...
-
Paraplanner - Client Manager
1 week ago
Manchester, United Kingdom mbf Full time €40,000 - €55,000Job Title: Paraplanner - Client Manager Location : Manchester Are you passionate about delivering exceptional client service and working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients? Join our client, an exciting Wealth Management Organisation as a Client Manager and become part of a dedicated team committed to building long-term...
-
Paraplanner - Client Manager
1 week ago
Manchester, United Kingdom mbf Full time €40,000 - €55,000Job Title: Paraplanner - Client Manager Location : Manchester Are you passionate about delivering exceptional client service and working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients? Join our client, an exciting Wealth Management Organisation as a Client Manager and become part of a dedicated team committed to building long-term...
-
Paraplanner - Client Manager
1 week ago
Manchester,, Greater Manchester, United Kingdom mbf Full timeJob Title: Paraplanner - Client ManagerLocation: ManchesterAre you passionate about delivering exceptional client service and working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients? Join our client, an exciting Wealth Management Organisation as a Client Manager and become part of a dedicated team committed to building long-term client...
-
Paraplanner - Client Manager
4 days ago
Manchester, United Kingdom mbf Full timeJob Title: Paraplanner - Client ManagerLocation: ManchesterInterested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.Are you passionate about delivering exceptional client service and working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients? Join our client, an...
-
Paraplanner - Client Manager
6 days ago
Manchester, United Kingdom mbf Full timeJob Title: Paraplanner - Client ManagerLocation: ManchesterInterested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.Are you passionate about delivering exceptional client service and working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients? Join our client, an...
-
Paraplanner - Client Manager
1 week ago
Manchester, United Kingdom mbf Full timeJob Title: Paraplanner - Client ManagerLocation: ManchesterAre you passionate about delivering exceptional client service and working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients? Join our client, an exciting Wealth Management Organisation as a Client Manager and become part of a dedicated team committed to building long-term client...
-
Paraplanner - Client Manager
1 week ago
Manchester, United Kingdom mbf Full timeJob Title: Paraplanner - Client ManagerLocation: ManchesterAre you passionate about delivering exceptional client service and working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients? Join our client, an exciting Wealth Management Organisation as a Client Manager and become part of a dedicated team committed to building long-term client...
-
Paraplanner
4 months ago
Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full timeA prestigious wealth management firm currently requires an experienced and highly skilled Paraplanner . This opportunity lies within their Financial Planning Division, catering to discerning clients with complex financial needs. With a reputation for excellence and a commitment to delivering exceptional client service, this role offers a rewarding career...
-
Paraplanner / Client Manager
1 week ago
Manchester, United Kingdom mbf Full time €40,000 - €55,000Are you passionate about delivering exceptional client service and working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients? Join our client, an exciting Wealth Management Organisation as a Client Manager and become part of a dedicated team committed to building long-term client relationships and providing world-class wealth management...
-
Paraplanner / Client Manager
1 week ago
Manchester, United Kingdom mbf Full time €40,000 - €55,000Are you passionate about delivering exceptional client service and working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients? Join our client, an exciting Wealth Management Organisation as a Client Manager and become part of a dedicated team committed to building long-term client relationships and providing world-class wealth management...
-
Paraplanner
3 months ago
Manchester, United Kingdom Recruitment Solutions (Folkestone) Ltd Full timeA prestigious wealth management firm currently requires an experienced and highly skilled Paraplanner . This opportunity lies within their Financial Planning Division, catering to discerning clients with complex financial needs.With a reputation for excellence and a commitment to delivering exceptional client service, this role offers a rewarding career path...
-
Paraplanner
6 days ago
Manchester Area, United Kingdom Ferguson Dean Full timeA leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such as VCT and...
-
Paraplanner
5 days ago
Manchester Area, United Kingdom Ferguson Dean Full timeA leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such as VCT and...
-
Paraplanner
6 days ago
Manchester Area, United Kingdom Ferguson Dean Full timeA leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such as VCT and...
-
Trainee Paraplanner
2 months ago
Manchester, United Kingdom Heat Recruitment Ltd Full timeTrainee Paraplanner Manchester Up to £31,000 based on experience and qualifications Monday to Friday Looking for an opportunity to continue your journey in Wealth Management by moving to an established firm who can develop your career further? – This opportunity is one you don’t want to miss! Our client have been established for over 40 years and have...
-
Trainee Paraplanner
2 months ago
Manchester, United Kingdom Heat Recruitment Ltd Full timeTrainee ParaplannerManchesterUp to £31,000 based on experience and qualificationsMonday to FridayLooking for an opportunity to continue your journey in Wealth Management by moving to an established firm who can develop your career further? – This opportunity is one you don’t want to miss!Our client have been established for over 40 years and have...
-
Paraplanner
3 weeks ago
London Area, United Kingdom Financial Divisions Full timeBrand new role - Paraplanner - Wealth Management Firm Offices in London (West End) Basic salary £45k - £55kFull study support to Chartered statusFirst 8 weeks in the office then 2 days WFH per week Working closely with 2 young and dynamic Financial Advisers My client is a medium sized Chartered independent financial advice business who have built a lasting...