Job Description
Are you a talented Level 6 qualified Paraplanner (or working towards) ready to step up into advice?
This is an exceptional opportunity to join one of East Anglia’s premier private wealth management firms, working with clients who have investable assets ranging from £1M–£20M.
The firm is renowned for delivering bespoke financial planning and investment advice to high-net-worth individuals and families. With a culture built on professionalism, technical excellence and client care, this role offers a genuine opportunity to transition into an advisory career — in a highly supportive, non-sales environment.
The Role:
As a Client Manager, you’ll play a key part in supporting the advice process from start to finish. Working closely with Senior and Associate Advisers, you’ll act as the central point of contact for clients — ensuring their financial plans are delivered seamlessly and efficiently.
This position bridges the gap between paraplanning and advice, making it ideal for someone ready to move into a client-facing role while continuing to develop technical depth.
Key responsibilities include:
* Managing and coordinating the full client journey across multiple advice areas
* Acting as a trusted point of contact for clients and building lasting relationships
* Preparing financial plans, reports, and supporting documents
* Working collaboratively within a dedicated advice team to deliver outstanding service
* Ensuring compliance and attention to detail across all advice activities
About You:
* This role will suit someone who is:
* Level 6 Diploma qualified (or currently working towards)
* An experienced paraplanner looking to transition into advice
* A confident communicator who enjoys client interaction
* Highly organised, proactive, and detail-focused
* Ambitious, with long-term aspirations to become a Chartered Financial Planner
What’s on Offer:
* First-class working environment – professional, collaborative, and supportive
* Hybrid & flexible working – 3 days in the office, 2 days remote, flexi hours
* Structured career development – clear pathway into advice with mentoring and study support
* High-quality clients – exposure to UHNW individuals and complex financial planning
* No sales targets – focus purely on delivering exceptional client outcomes
If you’re ready to take the next step in your financial planning career and want to join a forward-thinking firm with an exceptional reputation, we’d love to hear from you.