Client Relationship - North
Core
Support Financial Planners by preparing meeting packs, submission of new business, and managing case progress to ensure advice implementation.
Role type
Paraplanner / Client Relationship Support
Builds
Wealth management advice packages and investment solutions for private clients, charities, and trustees
Domain
Financial Services / Wealth Management
Required skills
Financial planning knowledge, case management, report preparation, client communication, X-Plan system proficiency, Microsoft Office, training delivery
Preferred skills
Financial planning industry experience, coaching skills, problem-solving
Responsibilities
Prepare high quality meeting packs and recommendation reports, submit new business with various providers, communicate with clients via telephone and email, maintain accurate client records on X-Plan, deliver engaging training to individuals and groups
Seniority
Individual Contributor, mid-level support role