Senior Client Manager – Financial Planning J-759
Are you currently enjoying the technical side of Paraplanning but would like more responsibility and variety in your role?
Our client, a High Net Worth Financial Planning firm in South Manchester are looking for a responsible, experienced paraplanner, who can not only produce suitability reports, but also support the operational side of the business, supervise the small administration team, and liaise with High Net Worth clients.
The firm are a traditional, long established firm who provide all aspects of financial planning, Saving & Investments, Trustee Investments, ISAs, Unit Trusts, EIS & VCT’s, Pension Reviews, Retirement Planning, Tax Planning, Auto Enrolment, Mortgages & Protection.
You will be level 4 qualified and familiar with all aspects of a small IFA firm.
If you feel that you could add value and would enjoy working in a small, successful team, please apply for further details.
Monday to Friday 9-5.
Holidays will be matched and increase over time.
Pension, parking, and located by public transport (Tram and Train).
To apply for this position please call the office on 0161 973 0133 or email email@example.com
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