Paraplanner (Client Manager)

  • Job Reference: 699
  • Date Posted: 15 March 2021
  • Recruiter: Independent Resourcing Consultancy
  • Location: Liverpool
  • Salary: £25,000 to £35,000
  • Sector: Paraplanning, Client Services
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email:

Job Description

IRC is proud to be working with a leading IFA firm in Liverpool, they are currently recruiting for a Paraplanner (Client Manager) to join their busy team.

The role of the Client Manager is to support the Adviser, Operations Manager and the Compliance Team when informing and advising clients on financial strategies, plans and products and be responsible in organising their workflow.
Key Responsibilities 
● Supporting the Adviser(s) in research and analysis to meet client needs and objectives
● Supporting the Adviser(s) in preparing client suitability and cash flow reports
● Help maintain business flow
● Managing the research and analysis of financial products to meet client requirements
● Managing the presentation of technical data to the Adviser(s)
● Continuous professional development to meet regulatory requirements and personal development needs
● Ensuring that any business conducted is completed in a responsible and compliant manner, meeting all legislative requirements
● Taking control of the adviser workflow and ensuring that work is managed and distributed effectively across the support team
Nature and scope of responsibilities
The role holder is responsible for:
● The technical aspects of preparing for client meetings, including:
o Preparing and compiling financial analysis data
o Analysing client data and preparing cash flow analyses
o Researching products to support recommendations
o Compiling financial planning recommendations and suitability reports
o Ensuring that all regulatory and compliance standards are met
o Liaising with product providers and other relevant third parties
o Ensuring that all client requirements are followed through to the appropriate conclusion
o Managing, recording and monitoring client reviews on behalf of the Adviser(s)
o Providing support for the Adviser(s) allowing the Adviser(s) to focus on client relationships and meeting business targets
o Act as main point of contact and deal effectively with queries from clients through effective communication
o Establish and build strong relationships with clients and attend client meetings with adviser if required
o Organise future planning meetings with client
o Identify improvements to systems and work processes in the business
o Complaints handling and reports
o Working with both the adviser and client in implementing and maintaining the Personal Finance Portal (PFP) via Intelliflo