Senior Client Manager: Paraplanning & Client Advice

Bruin in Warrington is seeking a Senior Client Manager to join a well-established financial planning team. You will join Senior Financial Advisers, attend client meetings, own the technical planning, and manage client-facing work while preserving the hands-on paraplanning elements.

You’ll handle fact-finds, build cash‑flow models, review pensions, investments and protection, and ensure reports are accurate, clear and compliant with FCA rules. A strong paraplanning background is essential.

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