Client Manager - Client Facing Paraplanner

MB Fitzgerald
United Kingdom
11 Feb 2018
21 Feb 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 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. Their role is for somebody to take the day to day responsibility for the whole Financial Planning process for your own bank of clients including client meetings, Paraplanning, some Administration etc, from start to finish. 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.

There will be plenty of opportunity to progress within the company as they grow and for those whose aim is to eventually become a Financial Planner this could be an ideal move. 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 must be experienced Paraplanners, Diploma Qualified as a minimum and should have a strong technical knowledge. Those who have studied for Advanced Diploma Qualifications will be at an advantage. Candidates should also be confident, personable and professional individuals with the ability to deal with HNW individuals. Package on this position is negotiable depending on experience and qualifications.

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