Paraplanner/ Client Manager - Home Based
A high end, boutique advisory practice currently requires a Client Manager/Paraplanner to join their team. The role will be working from home, you will be working on a 1-2-1 basis with the Managing Director of the business providing technical support and relationship management services to their niche client bank.
Your duties will include working closely with one of the Managing Partners to support him with all existing and new clients. Preparing for and attending all initial and subsequent client meetings. Taking accurate and meaningful meeting notes during client meetings and record, assign and action follow-up points from the meeting. Pro-actively service clients on an on-going basis delivering them an exceptional service and client experience.
This is an exclusive advisory practice dealing with UHNW clients, you must be comfortable working under pressure and dealing with clients at this level. This is a service and relationship focussed role so candidates must have a firm belief that financial & wealth planning are the cornerstones of a service offering.
Candidates must be Diploma Qualified as a minmum and should have a strong technical knowledge in areas such as Pensions, IHT, Estate planning, cashflow etc. This company are developing in a niche area of Financial Services and as such there will be plenty of opportunities for personal development.
My client can offer a very competitive basic salary plus package. Ultimately, this is an opportunity to work for a prestigious wealth management firm focussing in a specific niche area offering progression and high remuneration.