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Client Manager

Job description

My client is an award winning financial planning practice near Altrincham.

They have been specialising in providing high-quality financial planning advice to business owners, professionals, and high net worth individuals. Due to their continued expansion, they are looking to recruit an additional Client Manager (Paraplanner) to join their dynamic and forward-thinking team.

They have ambitious plans, and these can only be achieved by recruiting the right people. You will be working closely and supporting their financial planners whilst owning a bank of clients that you will be expected to proactively manage and build relationships with.

The Role

  • Attend client meetings alongside Financial Planners, and create meeting minutes which accurately reflect the information gathered to fully document a client's financial needs and objectives.
  • Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings.
  • Carry out research and analyse products and services that are appropriate to each client's financial circumstances then discussing appropriate solutions with the Financial Planner.
  • Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner.
  • Complete reviews of clients' portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.
  • Effectively use research and planning systems such as FE Analytics, Cashcalc and wrap platforms such as Elevate.
  • Be responsible for ensuring that recommendations are fully implemented in a timely manner.
  • Maintain up-to-date knowledge of the industry, compliance, and regulatory developments.
  • Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the business.

Why join them?

  • Their culture is tantamount to everyone's working life and it is important that their team develop and grow both professionally and personally.
    Most of the team prefer to go into the office but there is flexibility to work from home.
  • They are constantly aware of the teams wellbeing and believe that the surroundings of your workplace are important. They offer a vibrant, modern environment to make coming to work a pleasure.
  • They offer a complimentary breakfast and free fruit, as well as a range of high-quality drinks at their expense.
  • They make sure they have fun with organised social events but recognise the importance of having a balanced lifestyle and finish at 3 pm every Friday. In addition to the normal benefits, they also give you the week off between Christmas and New Year, another day's holiday for your birthday

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.