Paraplanner in Congleton
Franklyn is looking for an Paraplanner in Congleton
Job description
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.
Extra information
- Status
- Open
- Education Level
- Secondary School
- Location
- Congleton
- Type of Contract
- Part-time jobs
- Published at
- 04-07-2025
- Profession type
- Accountancy
- Full UK/EU driving license preferred
- No
- Car Preferred
- No
- Must be eligible to work in the EU
- No
- Cover Letter Required
- No
- Languages
- English
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