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Paraplanner/client Manager

4 months ago

Southampton, United Kingdom mbf. Full time

Mbf are working with one of our very best clients to recruit an experienced Paraplanner. The business are true market leaders with offices across the UK, they are a Chartered & fully independent business that have won multiple industry awards.

The client is now seeking to recruit a Paraplanner/Client Manager to join their growing South/Hampshire based team. This role will work closely with a successful Financial Planning Director, you will provide high quality technical support and will also bea first point of contact for clients. The client is ideally looking for an individual who is happy to attend client meetings (usually via video) and have a genuine impact on the advice process.

**Duties include**:

- To assist the Financial Planner in formulating the advice to the client, taking instructions for research and/or document the advice to provide to the companies Paraplanning team
- To attend client meetings (normally via Teams) with the FP to take detailed notes of the meeting
- Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance.

The client is looking for an experienced individual who holds the Diploma as a minimum, any additional exams towards Chartered would be an advantage. This position would suit an individual who is looking to get more involved with the advice process, attendingclient meetings and undertaking full technical work for a Senior Planner/Director.

This position can be based fully from home; however, you will need to be within a commutable distance from the Southampton office. The client is looking for an individual who is happy to attend client meetings from time to time, you will also be requiredto come into the office sporadically for training & team meetings.