Paraplanner - Senior Client Manager

Senior Client Manager - Paraplanner, Client Facing Warrington, Cheshire £40,000-£50,000 plus discretionary bonus and excellent benefits You''ve built the technical knowledge. You understand what good advice looks like. You may even be the person an Adviser relies upon when a case becomes particularly complex. But you are still spending most of your time behind the scenes. This opportunity has been created for an experienced Paraplanner who is ready to take greater responsibility for clients, contribute more directly to the advice process and use the knowledge they have worked hard to develop. It is not being presented as a Trainee Financial Planner role. The Senior Client Manager position is a genuinely important, authorised role in its own right. You will work closely with the firm''s Financial Planners while taking day-to-day responsibility for your own clients. You will attend and contribute to meetings, build trusted relationships and be authorised to provide advice when the Financial Planner is unavailable. Your responsibilities will include: Managing relationships with an allocated group of clients Attending and contributing to client meetings Understanding clients'' circumstances, objectives and changing priorities Working with Financial Planners to develop suitable planning strategies Undertaking technical research and analysis Preparing clear, compliant recommendations Providing advice to clients within the scope of your authority Ensuring agreed recommendations ..... full job details .....