Beyond Paraplanning: How Our Client Managers Lead Client Relationships and Support Planning Strategies

Our client manager role goes far beyond the typical paraplanner position. It includes actively engaging with both clients and financial planners in a dynamic, proactive role that puts them at the heart of client relationships and strategy development.

Unlike traditional paraplanners, client managers actively participate in all client meetings to gain a clear understanding of the client’s financial position, future goals, and the path to achieving them. By being directly involved in these discussions, they work closely with the planner to collaborate on developing and implementing tailored financial strategies. This hands-on approach ensures that the client manager plays a key role in shaping and executing plans that truly meet each client's needs.

Our client managers have the opportunity to manage their own bank of clients, giving them the freedom to shape their workday and tailor their approach to their workload. This level of autonomy allows them to build meaningful relationships, strategise effectively, and work in a way that keeps them energised and motivated. It's a role that offers both flexibility and ownership, empowering our client managers to succeed on their own terms.

As the client’s journey progresses and the strategy evolves, the client manager plays a crucial role in regularly reviewing the plan to ensure it stays aligned with the client’s objectives. This involves monitoring the cash flow planning tool, ensuring investments reflect the agreed strategy, and leveraging all available tax planning opportunities. By fostering a unique relationship and maintaining open communication between the client and the financial planner, the client manager ensures everyone is on the same page to achieving the client’s life goals.

Our client managers work alongside multiple financial planners, giving them valuable insight into their different approaches and styles. During the meetings our client managers observe how each financial planner conducts client meetings and handles various scenarios, offering them a unique chance to learn and grow from their diverse expertise. This collaborative environment fosters continuous learning and professional development.

If you're interested in joining our Client Manager team, explore our latest openings here.