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Client-facing paraplanner - manage £1m+ portfolios | hybrid

Wilmslow
Exchange Street Executive Search
€50,000 a year
Posted: 27 April
Offer description

A leading financial services firm based in Wilmslow is looking for a Client Manager to handle a portfolio of high-value clients. You will work closely with financial planners, managing client relationships and participating in all client meetings. The firm emphasizes a supportive work environment with flexible working hours and extensive benefits, including generous holiday allowances and a bonus scheme. This is an excellent opportunity for a paraplanner seeking to enhance their career without the pressure of strict targets.
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