Tech Paraplanner: Cashflow Modelling & Reports (Hybrid) in Chippenham

Tech Paraplanner: Cashflow Modelling & Reports (Hybrid) in Chippenham

Chippenham Full-Time 35000 - 45000 Β£ / year (est.) No working from home possible
CMD Recruitment Limited

At a Glance

  • Tasks: Collaborate with Financial Planners to create client-focused financial strategies and reports.
  • Company: CMD Recruitment Limited, a supportive and innovative company in Chippenham.
  • Benefits: Hybrid work environment, professional development opportunities, and a focus on analytical skills.
  • Other info: Great opportunity for career growth in a collaborative setting.
  • Why this job: Join a dynamic team and make a real impact in financial planning.
  • Qualifications: Strong technical knowledge and experience in producing suitability reports.

The predicted salary is between 35000 - 45000 Β£ per year.

CMD Recruitment Limited in Chippenham is seeking a technically strong Paraplanner who thrives on the analytical aspect of financial planning. The role involves collaborating with Financial Planners to develop effective, client-focused financial strategies and recommendations.

Ideal candidates should possess:

  • Strong technical knowledge
  • Experience in producing suitability reports
  • Excellent analytical skills

The position includes a supportive hybrid work environment and offers significant professional development opportunities.

Tech Paraplanner: Cashflow Modelling & Reports (Hybrid) in Chippenham employer: CMD Recruitment Limited

Join a leading manufacturing company in Calne as a Warehouse Operator, where you will benefit from a supportive work culture that values teamwork and reliability. With a competitive hourly wage and the opportunity for permanent employment after 12 weeks, this role offers not only job security but also the chance to grow within a well-established business. Enjoy a dynamic warehouse environment that prioritises safety and efficiency, making it an excellent place for motivated individuals to thrive.

CMD Recruitment Limited

Contact Details:

CMD Recruitment Limited Recruitment Team

We think you need these skills to ace Tech Paraplanner: Cashflow Modelling & Reports (Hybrid) in Chippenham

Analytical Skills
Technical Knowledge
Financial Planning
Suitability Reports
Client-Focused Strategies
Collaboration
Problem-Solving Skills