Franklyn Congleton, England, United Kingdom
Paraplanner
Franklyn Congleton, England, United Kingdom
1 day ago Be among the first 25 applicants
This range is provided by Franklyn. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Franklyn
Trusted Partner in Retained Recruitment for Financial Services | Delivering Quality, Speed, and Precision
Franklyn is a dynamic and client-focused financial services firm, committed to delivering exceptional wealth management solutions while making a meaningful impact in the community. Through our renowned charity events—the Winter Waltz Gala Dinner and the Summer Swing Charity Shield Golf Day—we have raised over £1.88 million for incredible causes. We are also proud sponsors of Sale Sharks, Stoke City Football Club, Badminton England and Happy Radio.
We are looking for a Senior Client Manager to join our high-performing team and play a key role in supporting our Wealth Managers in providing strategic financial advice to our valued clients.
The Role
As a Senior Client Manager, you will be responsible for ensuring the seamless delivery of financial advice by supporting the technical, compliance, and client management aspects of the advisory process. This is a fantastic opportunity for a detail-oriented professional with strong financial planning knowledge who is eager to develop their career in a well-respected firm.
Key Responsibilities
* Support Wealth Managers by analysing client requirements, developing cash flow models, and maintaining accurate financial records
* Prepare suitability letters and reports while managing back-office records throughout the advice process
* Stay informed of industry changes, ensuring all business activities comply with regulatory requirements
* Handle client queries and provide outstanding service to build long-term relationships
* Work closely with internal teams, provide training, and support colleagues in enhancing service delivery
What We’re Looking For
* Level 4 Diploma in Financial Planning or close to completing
* Strong financial acumen and numeracy skills
* Exceptional attention to detail and accuracy
* Ability to manage multiple tasks and deadlines effectively
* Proficiency in financial software and IT systems
* Excellent communication and relationship-building skills
* A proactive and professional approach to client service
Why Join Franklyn?
* A well-established and respected financial services firm
* Support with professional development if desired such as further qualifications.
* A dynamic and supportive team environment
* Death in service (after 6 months continuous service).
* Critical illness cover and income protection (after 2 years continuous service).
* PMI after 5 years continuous service
* 29 days holiday inclusive of any bank holidays. (increasing by 1 day per year to up to a maximum of 34 including bank holidays)
* Health and wellbeing fitness session every week.
* Regular team events.
* Access to your own financial adviser.
This is a fantastic opportunity for a skilled financial services professional looking to advance their career in a firm that values excellence, integrity, and innovation.
Apply now to be part of Franklyn’s success story.
Seniority level
* Seniority level
Not Applicable
Employment type
* Employment type
Full-time
Job function
* Job function
Strategy/Planning and Administrative
* Industries
Investment Banking and Accounting
Referrals increase your chances of interviewing at Franklyn by 2x
Get notified about new Paraplanner jobs in Congleton, England, United Kingdom.
Macclesfield, England, United Kingdom 1 week ago
Manchester, England, United Kingdom 1 week ago
Manchester Area, United Kingdom 2 weeks ago
Manchester, England, United Kingdom 1 day ago
Manchester Area, United Kingdom 3 weeks ago
Salford, England, United Kingdom 2 weeks ago
Altrincham, England, United Kingdom 3 days ago
Manchester Area, United Kingdom 1 week ago
Trainee Financial Advisor - Mauritius Based
Manchester Area, United Kingdom 6 days ago
Manchester Area, United Kingdom 1 week ago
Manchester, England, United Kingdom 1 month ago
Manchester Area, United Kingdom 1 week ago
IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE)
Helsby, England, United Kingdom 1 week ago
Associate, Administration and Planning - Legal Administration Group
Greater Manchester, England, United Kingdom 3 months ago
Manchester, England, United Kingdom 2 weeks ago
Democratic Services Officer, Erewash Borough Council
Manchester, England, United Kingdom 1 week ago
Manchester, England, United Kingdom 6 days ago
Manchester, England, United Kingdom 1 day ago
Stockport, England, United Kingdom 2 days ago
Runcorn, England, United Kingdom 1 day ago
Manchester, England, United Kingdom 1 week ago
Personal Assistant / PA - Employers' Liability
Manchester, England, United Kingdom 1 month ago
Manchester, England, United Kingdom 1 day ago
Greater Manchester, England, United Kingdom 1 month ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr