Job Title:

Client Services Manager/ Trainee Paraplanner

Location:

Whiteley – 1 day in the office and 4 days remote

Salary:

£25,000

Hours:

09:00 – 17:30 Monday to Thursday
09:00 – 17:00 Friday
One late working evening until 7pm fortnightly.

About the Company

We are a friendly, close-knit financial planning firm dedicated to helping clients make the most of their money through tailored financial advice and outstanding service. We pride ourselves on building lasting relationships, delivering practical solutions, and creating a supportive environment where team members can develop and progress their careers.

Purpose of the Role

This is a varied dual role position combining client services administration with trainee paraplanning responsibilities. You will work closely with Financial Planners, Paraplanners, and the wider team to ensure clients receive a professional, efficient, and high-quality ...