Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowFirst seen 5 days ago

Client Manager - Paraplanner

International Recruiters - Connecting Financial Specialists Limited128 open roles

Pay
£32,000 – £50,000 a year
Where
Wilmslow, United Kingdom, Remote
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowClient Manager - ParaplannerInternational Recruiters - Connecting Financial Specialists Limited · Wilmslow, United Kingdom, Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on International Recruiters - Connecting Financial Specialists Limited's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

Client Manager | Financial Planning | Hybrid | £32,000–£50,000

Location: Wilmslow, Cheshire (Hybrid)

Our client, a highly respected independent Chartered financial planning firm, is looking to appoint an ambitious Client Manager to join its growing team.

This is an outstanding opportunity for an experienced financial planning professional who enjoys working closely with both advisers and clients, delivering an exceptional client experience while developing their technical knowledge and long-term career within wealth management.

This role offers far more than traditional administration or paraplanning. You'll become an integral part of the client journey, supporting Financial Planners, building trusted client relationships, and helping deliver bespoke financial planning solutions.

The Opportunity

Working alongside experienced Financial Planners, you'll play a key role in ensuring clients receive an outstanding level of service from initial meetings through to the implementation of recommendations and ongoing reviews.

Key responsibilities include:

  • Attending client meetings alongside Financial Planners
  • Building and maintaining long-term relationships with your own portfolio of clients
  • Supporting the development and implementation of personalised financial planning strategies
  • Conducting technical research across pensions, investments and protection solutions
  • Preparing high-quality suitability reports and recommendation documentation
  • Completing regular portfolio and investment reviews
  • Managing client communications, review meetings and ongoing servicing
  • Ensuring recommendations are implemented efficiently and accurately
  • Maintaining exceptional standards of compliance and Consumer Duty throughout the client journey

About You

The successful candidate will have:

  • CII Level 4 Diploma in Regulated Financial Planning (or equivalent)
  • Experience within a Financial Planning, Wealth Management or Independent Financial Advice environment
  • Strong knowledge of pensions, investments and financial planning processes
  • Excellent communication and relationship-building skills
  • A proactive, organised and client-focused approach
  • High attention to detail and strong technical capability
  • A genuine passion for delivering exceptional client outcomes

What's on Offer

  • Competitive salary of £32,000–£50,000, depending on experience
  • Hybrid working with flexibility around client commitments
  • Fully funded professional qualifications and exam support
  • Paid study leave
  • Generous annual leave allowance
  • Annual bonus opportunities
  • Pension scheme
  • Income protection
  • Death in service benefit
  • Ongoing career development within a highly respected Chartered financial planning business
  • A supportive, collaborative culture that genuinely invests in its people

Why Apply?

This is an excellent opportunity to join a business that places genuine value on long-term relationships, technical excellence and professional development.

If you're looking to build a rewarding career within financial planning and want to work in an environment where your contribution is recognised, your development is supported, and your client relationships truly matter, we'd love to hear from you.

For a confidential discussion or to apply, please contact Maria at International Recruiters Connecting Financial Specialists (IRCFS). All applications and enquiries will be treated in the strictest confidence.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against International Recruiters - Connecting Financial Specialists Limited's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on International Recruiters - Connecting Financial Specialists Limited's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    International Recruiters - Connecting Financial Specialists Limited's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.