Paraplanner / Client Manager Wealth Management An established wealth management firm is seeking an experienced Paraplanner / Client Manager to support a Director and deliver high-quality, client-focused financial planning. Key responsibilities * Preparing tailored financial plans, cashflow models and review reports * Researching pensions, investments and tax planning solutions * Producing compliant suitability reports and client meeting packs * Liaising with clients, providers and internal teams to progress cases Requirements * Experience as a Paraplanner or Client Manager within wealth management * Strong knowledge of investments, pensions and tax planning * Level 4 Diploma in Financial Planning (or working towards Chartered) * Confident using financial planning software (e.g. Voyant) Benefits * Competitive salary, bonus and strong career progression opportunities