Templegate Recruitment invites applications for a Client Relationship Manager (Paraplanner) based in Ramsbottom, North West. The role focuses on researching client portfolios, producing strategy reports, and supporting Financial Advisers with compliant, high-quality client recommendations.
Ideal candidates will have Diploma-level study with progression toward Regulated Financial Planning, strong report-writing skills and a solid grounding in pensions, investments and FCA regulations.
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