Fram is excited to partner with a Financial Planning firm based in Chester. Our client works with High Net Worth (HNW) individuals, and they are looking for an experience Paraplanner / Client Manager to join their Advisor Support team. This opportunity has arisen due to growth and movement within the current team and all PP/CM work directly with one/two advisors.
The responsibility of the Client Manager to take ownership and control of the client review meeting process, preparing client suitability and cash flow reports, research, and analysis of financial products to meet client requirements and managing the presentation of technical data to the Adviser. Client Manager and Administration support must work together as a strong team, aiding clients irrespective of whether or not the Financial Adviser is available.
Key Responsibilities:
- Preparing for client meetings
- Preparing and compiling financial analysis data
- Analysing client data and preparing cash flow analyses
- Researching products to support recommendations
- Compiling financial planning recommendations and suitability reports
- Ensuring that all regulatory and compliance standards are met
- Liaising with product providers and other relevant third parties
- Ensuring that all client requirements are followed through to the appropriate conclusion
- Managing, recording, and monitoring client reviews on behalf of the Adviser(s)
- Providing support for the Adviser(s) allowing the Adviser(s) to focus on client relationships and meeting business targets
- Act as main point of contact and deal effectively with queries from clients through effective communication, ensuring a high-quality client experience at all times
- Establish and build strong relationships with clients and attend client meetings with adviser if required
- Working with both the adviser and client in implementing and maintaining the Personal Finance Portal (PFP) via Intelliflo
An ideal candidate with have a number of years' experience as a paraplanner preferably level 4 or working towards the qualification, and will have a strong technical knowledge of advice and a working knowledge of platforms and IO system.
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