UA-185291695-1 Client Relationship Manager, Jobs, 128

Client Relationship Manager

Paraplanner - Cambridge, East England

Ref: 128Tuesday 21 September 2021

£42,000

A Chartered Financial Planning Practice in Cambridge are currently expanding due to their continued success.

 

They are now seeking a Senior Paraplanner/CRM to join their team. The successful candidate will work closely with the Advisers within the business providing a bespoke service to UHNW clients.

 

Benefits:

 

  • Salary £42,000 DOE
  • Annual Staff Bonus Scheme
  • 4 x DIS
  • Company Pension Scheme
  • Group Income Protection
  • Private Medical Insurance
  • Dental cover
  • Personal Training and Development Support

 

What is required?

 

  • Level 4 Diploma in Financial Planning
  • Previous Paraplanning/CRM experience within an IFA
  • Experience of Cashflow modelling