Job Description
Are you an experienced Paraplanner with a passion for delivering high-quality financial advice? Do you excel in technical analysis and supporting advisers in crafting bespoke wealth management solutions? If so, we’d love to have you join our team of Client Managers at Astute Private Wealth in either our Ewloe or Liverpool offices.
About Us:
Astute Private Wealth is a respected financial planning firm dedicated to providing tailored wealth management services to our clients. We pride ourselves on our commitment to excellence, client-focused approach, and ability to deliver personalised financial strategies that help our clients achieve their long-term goals.
Your Role:
As a Client Manager, you will play a vital role in supporting our Financial Planners in by:
* Preparing comprehensive financial plans, cashflow analysis, review reports, and recommendations for clients.
* Conducting detailed research and analysis on financial products, investment options, and tax implications.
* Assisting in the preparation of client meetings, including the creation of meeting packs and documentation.
* Ensuring all advice and documentation comply with regulatory standards and internal policies.
* Liaising with clients and providers to obtain necessary information and ensure seamless communication.
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