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

Accountancy jobs | Part-time jobs | Secondary School

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