Paraplanner Manager Lead Client Manager

MB Fitzgerald
United Kingdom
11 Feb 2018
16 Mar 2018
Contract Type
Full Time

MB Fitzgerald are currently working exclusively with a fast growing firm of UHNW Wealth Managers based in the centre of Manchester to recruit for a Paraplanner Manager (or Lead Client Manager). Set up by Senior Executives with backgrounds in Private Banking and Financial Planning; companies such as Credit Suisse, Coutts, Goldman Sachs and Baker Tilly, this company is competing with the UK's top Wealth Management & Private Banking businesses.

We are looking for somebody to join this business to build and lead a team of Paraplanners or 'Client Managers'. You will be the first person on this team, although there are experienced Administrators that you will also be leading, and if possible, training them as Paraplanners. We will also look to recruit other experienced individuals to this team and you will be leading this process as well as carrying out the day to day duties of a Paraplanner.

Their Paraplanner role is for somebody to take the day to day responsibility for their own bank of clients including client meetings, Paraplanning, some Administration etc. A key part of the role is to process the personal information provided by the clients during a meeting with their Financial Planner before researching the best solutions that meets the client's financial needs. It is best described perhaps, as a Client facing Paraplanner position.

When the company was founded, Financial Planning was offered as an additional service, however, they now see it as integral to their offering and every one of their clients is put through a personal Financial Plan as well as being offered investment services. This offering has proved very successful when targeting new clients as well as popular with existing clients so it is integral to their model.

Working exclusively with UHNW individuals, this company are seeking highly competent, motivated individuals to help drive the business forwards. Nearly all members of staff are Graduates and have strong academic backgrounds as well as a good level of Professional Qualification.

The work will be very varied and interesting. The Advice is Investment lead but they also work with Private Equity, Segregated Accounts, ETFS, Offshore Bonds, SIPPs, Cashflow Modelling (for which they have their own in-house system).

Candidates should have previous experience in a Paraplanner Manager or Senior Paraplanner position, must be Diploma Qualified as a minimum and should have a strong technical knowledge. Those who have studied for Advanced Diploma Qualifications or are Chartered will be at an advantage. Candidates should also be confident, personable and professional individuals with the ability to deal with HNW individuals. It is also essential for candidates to have some prior experience of training/ mentoring other Paraplanners. Package on this position is negotiable depending on experience and qualifications.

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