Client Relationship Manager

A fantastic opportunity has arisen for an experienced Paraplanner/Trainee IFA who is adept at dealing with HNW clients, to join a leading Financial Planning business based in Central READING.

Ideal candidates will be qualified to level 4 Diploma and would be new to the adviser role (eg a qualified paraplanner looking to take the first steps as a consultant) or someone who has just embarked as a consultant.

The idea is that you would take on the responsibility of servicing minor clients, initially to cut your teeth in the adviser role, and gain adviser experience to progress the client bank.

This opportunity is ideal for a technical Paraplanner wanting to move into an advisor role or an fresh IFA looking for a for a Professional Practice where leads will be provided to help them develop a success career in the industry.

You must be confident in dealing with HNW clients. You will be Diploma Level 4 or very close to with strong knowledge of the indus...