Role: Relationship Manager / Paraplanner

Location: Cavendish Square

Salary: Up to £35,000 basic

Overview:

A wealth management firm in Hammersmith is looking for a Relationship Manager / Paraplanner to support financial advisers and clients. This role involves a mix of client relationship management and technical paraplanning support, ensuring high standards of service and compliance.

Key Responsibilities:

• Assist advisers with paraplanning, research, and preparation of client reports.
• Maintain and update accurate client records and documentation.
• Act as a first point of contact for clients, providing excellent service and support.
• Ensure compliance with regulatory and company standards.
• Support in the preparation of meetings and client presentations.
• Collaborate with colleagues across the firm to deliver efficient client service.

Key Requirements:

• Experience in financial services, paraplanning, or client support.
• Strong organisational and communication skills.
• Attention to detail and process-driven approach.
• Ability to manage multiple priorities and work in a team environment.
• Familiarity with financial planning software is desirable.