Paraplanner / Client Manager Wealth Management An established wealth management firm is seeking an experienced Paraplanner / Client Manager to support a Director and deliver high-quality, client-focused financial planning. Key responsibilities Preparing tailored financial plans, cashflow models and review reports Researching pensions, investments and tax planning solutions Producing compliant suitability reports and client meeting packs Liaising with clients, providers and internal teams to progress cases Requirements Experience as a Paraplanner or Client Manager within wealth management Strong knowledge of investments, pensions and tax planning Level 4 Diploma in Financial Planning (or working towards Chartered) Confident using financial planning software (e.g. Voyant) Benefits Competitive salary, bonus and strong career progression opportunities