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.
Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.
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.
What We're Looking For:
* Experience as a Client Manager, ideally within a wealth management or financial planning setting.
* Strong technical knowledge of financial products, pensions, investments, and tax planning.
* Excellent analytical skills with the ability to interpret complex data and present it clearly.
* Proficiency in financial planning software and Microsoft Office Suite.
* A Level 4 Diploma in Financial Planning, or higher
* High attention to detail, strong communication skills, and a client-focused approach.
Why Join Us:
At Astute Private Wealth, we believe in investing in our team’s development and success. As part of our team, you’ll have the opportunity to advance your career, enhance your expertise, and contribute to the growth of our firm. We offer a competitive salary and benefits package, along with a supportive and collaborative working environment.
Become a key player in helping our clients achieve financial success. Apply today and join the Astute Private Wealth team!