Current jobs related to Paraplanner - Client Manager - Manchester - mbf

  • Paraplanner

    1 week ago

    Manchester, United Kingdom Merje Full time

    Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for providing support to the firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made. Role Responsibilities: ...

  • Paraplanner

    3 weeks ago

    Manchester, United Kingdom Merje Full time

    Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for providing support to the firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made. Role Responsibilities:...

  • Paraplanner

    1 week ago

    Manchester, United Kingdom Merje Full time

    Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for providing support to the firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made. Role Responsibilities:...

  • Paraplanner

    4 weeks ago

    Manchester, United Kingdom The Eventus Recruitment Group Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team at The Eventus Recruitment Group. As a Paraplanner, you will play a crucial role in providing technical support to our clients and colleagues, ensuring they receive a professional service.Key Responsibilities:Analyzing client needs and developing cash flow modelsResearching and...

  • Paraplanner

    4 weeks ago

    Manchester, United Kingdom The Eventus Recruitment Group Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team at The Eventus Recruitment Group. As a Paraplanner, you will play a crucial role in providing technical support to our clients and colleagues, ensuring they receive a professional service.Key Responsibilities:Analyzing client needs and developing cash flow modelsResearching and...

  • Paraplanner

    3 weeks ago

    Manchester, United Kingdom Merje Full time

    Paraplanner Job DescriptionWe are seeking an experienced Paraplanner to join our team at Merje, a leading Wealth Management firm. As a Paraplanner, you will play a crucial role in supporting our advisers in completing non-client facing tasks related to the preparation and administration of recommendations.Key Responsibilities:Liaise with advisers to ensure...

  • Paraplanner

    3 weeks ago

    Manchester, United Kingdom Merje Full time

    Paraplanner Job DescriptionWe are seeking an experienced Paraplanner to join our team at Merje, a leading Wealth Management firm. As a Paraplanner, you will play a crucial role in supporting our advisers in completing non-client facing tasks related to the preparation and administration of recommendations.Key Responsibilities:Liaise with advisers to ensure...

  • Paraplanner

    4 weeks ago

    Manchester, United Kingdom CV-Library Full time

    Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis.  As Paraplanner you will be responsible for providing support to the firm’s advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations...

  • Paraplanner

    6 days ago

    Manchester, United Kingdom MERJE Full time

    Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for providing support to the firm’s advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made. Role...

  • Paraplanner

    3 weeks ago

    Manchester, United Kingdom The Eventus Recruitment Group Full time

    About the RoleWe are seeking a highly skilled and experienced Paraplanner to join our team at The Eventus Recruitment Group. As a Paraplanner, you will play a crucial role in supporting our financial planning team in providing exceptional service to our clients.Key ResponsibilitiesProvide technical and paraplanning support to ensure clients and colleagues...

  • Paraplanner

    3 weeks ago

    Manchester, United Kingdom The Eventus Recruitment Group Full time

    About the RoleWe are seeking a highly skilled and experienced Paraplanner to join our team at The Eventus Recruitment Group. As a Paraplanner, you will play a crucial role in supporting our financial planning team in providing exceptional service to our clients.Key ResponsibilitiesProvide technical and paraplanning support to ensure clients and colleagues...

  • Paraplanner

    4 months ago

    Manchester, United Kingdom Ferguson Dean Full time

    A 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

    4 months ago

    Manchester,, Greater Manchester, United Kingdom Ferguson Dean Full time

    A 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

    4 months ago

    Manchester, United Kingdom Ferguson Dean Full time

    A 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

    3 days ago

    Manchester, United Kingdom Ferguson Dean Full time

    Job Description A 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...

  • Paraplanner

    2 days ago

    Manchester, United Kingdom Merje Full time

    Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for providing support to the firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made. Role Responsibilities: ...

  • Paraplanner - Wealth Management Specialist

    2 weeks ago

    Manchester, United Kingdom Merje Full time

    Paraplanner RoleWe are seeking an experienced Paraplanner to join our team at a leading Wealth Management firm. As a Paraplanner, you will provide support to our advisers in completing non-client facing tasks related to the preparation and administration of recommendations.Key Responsibilities:Liaise with advisers to ensure timely updates and reports are...

  • Paraplanner - Manchester

    1 week ago

    Manchester, United Kingdom MI Search Full time

    This respected financial planning firm is currently seeking a paraplanner to join its team in Manchester. Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients. You will be responsible for preparing suitability reports, technical research and...

  • Paraplanner

    2 weeks ago

    Manchester, United Kingdom Evelyn Partners Full time

    Job DescriptionWhat will you be doing?This is an exciting opportunity to join our Paraplanning team in Manchester, which is responsible for providing support to x2 Financial Planners and ensuring a positive experience for Evelyn Partners clients.  In this role you will also support financial planners with client meetings including presentation of cashflow...

  • Junior Paraplanner

    1 month ago

    Manchester, United Kingdom CV-Library Full time

    Junior Paraplanner (Study Support) £31,000 - £36,000 + Progression + Training + Study Support + Company Bonus + Company Benefits Manchester Are you a Junior Paraplanner or similar, with report writing experience looking to take the next step in their career within a rapidly growing chartered independent financial advisory, that are able to...

Paraplanner - Client Manager

2 months ago

Manchester, United Kingdom mbf Full time

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