Client Manager (Paraplanner):

Jones Cooper Wealth Management Limited is a well-established, boutique, family-run, successful wealth planning business, specialising in pensions and investments, based in Escrick on the outskirts of York.

We service more than 140 individual clients and assets under advice are approximately £60 million.  We believe in excellence in all that we do, and we create a company culture which appreciates individuals and their talent, so that they can grow and develop with us.  Our passion is to deliver great client experiences and outcomes and develop long term relationships with all our clients.

We are looking for a Client Manager (Paraplanner) to join our expanding business.  As you will quite often be the first point of contact, you must possess excellent communication and interpersonal skills in order to deliver the best customer service to our clients.

We provide a positive and collaborative environment for all team members to ensure that we achieve everyone’s full potential.  Being a small company, we value everyone’s contribution and will strive to deliver an enjoyable and supportive place of work.

We recognise the importance of our team, and as such, reward you with an individualised competitive salary and benefits package which has real meaning to you.  We also provide a generous holiday entitlement of 25 days plus bank holidays which accrues dependent on length of service.

To succeed in this role you will have day to day responsibility for our clients and will be expected to proactively manage and build relationships with them, whilst providing support for key areas of the financial planning process including:

  • Tax planning: ISA and pension contributions, CGT planning
  • Investment planning
  • Retirement planning
  • Estate planning

To achieve this, you will:

  • Prepare and attend client meetings alongside the Financial Planner and produce meeting notes which accurately reflect the information gathered in order to fully document a client’s financial needs and objectives
  • Compile suitability reports
  • Undertake support duties to the Financial Planner in order to effectively service the client in a “fair and ethical” manner
  • Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings where appropriate
  • Complete regular reviews of clients’ portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities
  • Effectively use research and planning systems and platforms such as FE Analytics, Selectapension, CashCalc, AJ Bell Investcentre, Aegon (ex Cofunds)
  • Be responsible for ensuring that recommendations are fully implemented in a timely manner and to the right quality
  • Maintain up-to-date knowledge of the industry, compliance and regulatory developments
  • Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of Jones Cooper Wealth Management Limited

Our ideal candidate:

  • High attention to detail and accuracy
  • Excellent report writing skills, with ability to explain financial terminology in plain English
  • IT Literate – Microsoft/financial planning software
  • Always professional and ethical
  • Conscientious and good communication skills
  • Great at managing workloads and time effectively
  • Driven and happy to work on own initiative
  • Able to adapt and be flexible and support the team
  • Passionate about excellent customer service

Essential Requirements:

  • Demonstrable experience (10 years’ minimum) in a paraplanning, or similar, role
  • Financial Planning Diploma
  • Proficiency in Microsoft products eg Word, Outlook, Excel, Powerpoint
  • Demonstrable knowledge of, and proficiency in, FE Analytics, Selectapension, CashCalc, AJ Bell Investcentre, Aegon (ex Cofunds) or similar

Desired Requirements:

  • Chartered Financial Planning qualified/part qualified

Finding the right people is at the heart of our business success.  We need colleagues to enjoy a small, friendly environment where hard work, dedication and loyalty to the business is rewarded.  In return we offer a tailored package which meets your individual needs, which sets us apart from many other organisations and offers the flexibility and opportunity to develop and grow.  We value loyalty, so if this sounds like the environment for you, please contact or telephone 07818 587677.