Client Manager (Paraplanner)

Paraplanner - Liverpool, North West England

Ref: 83Tuesday 14 June 2022

£30,000 - £40,000

I am working on behalf of a reputable, Chartered Financial Planning practice who pride themselves on providing high quality, independent advice. 

They are looking to add a Client Manager to the team, to support the Financial Advisers within the business and optimising work flow. 

The firm in question are offering a strong base salary, alongside other benefits and the opportunity to progress into an Advice role. 


To be considered for this role, you must: 

Hold the Level 4 Diploma, or be working towards it

Previous experience within a Paraplanning capacity 

Competent writing suitability reports and preparing cashflow reports


If you like the sound of this role, please apply and one of our Consultants will be in touch. 

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