Fram Executive Search Limited
Fram is thrilled to announce a partnership with a Financial Planning firm located in Chester. The firm specializes in serving High Net Worth (HNW) individuals and is seeking an experienced Paraplanner/Client Manager to enhance their Advisor Support team. This position has become available due to growth and changes within the existing team, and the successful candidate will collaborate closely with one or two advisors. The role involves key responsibilities in client management and planning support, ensuring tailored financial advice for their HNW clientele.
Fram is excited to partner with a Financial Planning firm based in Chester. Our client works with High Net Worth (HNW) individuals, and they are looking for an experience Paraplanner / Client Manager to join their Advisor Support team. This opportunity has arisen due to growth and movement within the current team and all PP/CM work directly with one/two advisors.
The responsibility of the Client M…
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