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Paraplanner - Client Manager

2 months ago

Manchester, United Kingdom mbf Full time

Job Title: Paraplanner - Client Manager


Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.

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