Client Manager - Financial Services

About the role

We are seeking a motivated Paraplanner/Client Manager to join our expanding wealth‑management team in Central London. The position offers a clear pathway towards an advisory role and supports progression to Chartered status.

Key responsibilities

• Service a portfolio of high‑net‑worth (HNW) clients, delivering bespoke financial solutions.
• Conduct in‑depth client reviews and ensure long‑term needs are identified and met.
• Collaborate with advisers to develop comprehensive financial plans covering pensions, investments, tax and protection.
• Maintain accurate client records and documentation in line with regulatory standards.
• Contribute to the development of private client services and business growth.

Required profile

• Diploma‑level qualification in financial planning, progressing towards Chartered status.
• Proven experience in paraplanning and client management within an IFA environment.
• Strong technical knowledge of all areas of financial planning.
• Excellent presentation, communication and IT proficiency.
• Comfortable working with high‑net‑worth individuals.

Required skills

• Paraplanning
• Financial Planning
• Pensions
• Investments
• Tax
• Protection products
• IT applications