Mbf are working with one of our best clients to recruit an experienced Senior Paraplanner/Client Relationship Manager. The client is a national financial planning practice who have grown significantly over the past 5 years, the business has a number of offices across the country and a strong reputation in the South West.
The client is seeking to recruit a Senior/Experienced Paraplanner who is looking to have more contact with clients and have a genuine impact on the advice process. We are looking for an individual who is happy to attend client meetings with a very experienced Senior Financial Planner (both face to face & video) - you will also be a first point of contact for technical queries from clients.
In this position you will also be tasked with providing full technical paraplanning support.
Duties include:
* To assist the Financial Planner in formulating the advice to the client, taking instructions for research and/or document the advice to provide to the companies Paraplanning team.
* Attend client meetings with the Financial Planner
* Act as a first point of contact for clients (both over the phone & emails) to answer any technical queries and provide the appropriate response.
* Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance.
To be considered for this position you MUST be an experienced Parap...