Client Manager

6 days ago

Manchester, United Kingdom Ortus Psr Full time

An award winning Chartered Financial Planning company based in Cheshire are looking to hire a Client Manager. They provide a positive and collaborative environment for all team members to ensure everyone achieves their full potential.

Our clients purpose is a simple one: making people’s lives better.They are looking to hire a Paraplanner who is looking for a mix of both technical and client facing responsibilities.

To support growth and development,they cover the cost of study materials and exam fees for qualifications relevant to the role, as well as the option to take paid study and exam leave.

On offeris33 days holiday plus bank holidays as a minimum going up to 38 days based on length of service.

They provide a flexible working framework which gives the team the opportunity to spend some of their working week outside of the office and the freedom to work at a time that suits them where possible.

Perks such as profit share, pension, death in service, income protection and much more besides are on offer.

Within the role you will support a team of Financial Planners whilst having day to day responsibility for a bank of clients and will be expected to proactively manage and build relationships with the client, whilst providing support and planning for keyareas of the planning process including:
Tax planning: ISA and pension contributions, CGT planning and tax wrapper selection

Estate planning: inheritance tax mitigation and trust planning

Intergenerational planning: facilitating the smooth transfer of client’s wealth

Ongoing portfolio reviews: review portfolio’s to assess tax position and analyse portfolio returns.

**To be considered**:
Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning

Previous experience completing suitability reports

Experience working within a Financial Planning team

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