At a Glance
- Tasks: Support consultants, prepare reports, and manage client investments with a proactive approach.
- Company: Award-winning wealth management firm prioritising staff happiness and productivity.
- Benefits: Competitive salary, quarterly bonuses, hybrid working, and comprehensive training.
- Other info: Exciting opportunity for personal growth in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in clients' financial lives.
- Qualifications: 3+ years in a Technical Paraplanner role with strong IT skills.
The predicted salary is between 25000 - 30000 £ per year.
Our client is a forward thinking and multiple award winning wealth management firm. They are now looking for an experienced Paraplanner to join their team who is energetic, empathetic, motivating, a natural team player and keen to join a well-oiled machine.
A new joiner can expect to work amongst highly qualified, smart and nice-natured peers, and benefit from a thorough and structured training programme that each new joiner passes through when they arrive at the firm. The successful candidate will be encouraged to bring their own flare and enthusiasm to the Paraplanning team.
Day-to-day Paraplanning Duties:
- Supporting the consultants ahead of their client meetings
- Preparing compliant, technical suitability reports and ‘Financial Life Plan’ reports detailing the consultant’s recommendations for the client
- Client annual reviews
- Carry out technical research and analyse data collected on behalf of clients
- Accurately invest client money as per Consultants’ recommendations post client meetings
- Liaise with clients post meetings answering technical queries
- Proactive in identifying investments/tax saving opportunities for clients
- Manage and prioritise your work
- Evaluate investment portfolios with consultants
- Liaising and working closely with the Service Team
Skills, Experience & Qualifications Required:
- Worked in a Technical Paraplanner role for at least 3 years
- Strong knowledge of IT, MS Word & Excel and with back-office system experience
An exceptional opportunity for the right personality, this position is an excellent choice for a candidate looking to get stuck into a varied and demanding but hugely rewarding position!
Senior Paraplanner in Trowbridge employer: CMD Recruitment Limited
Join a dynamic and award-winning wealth management firm in Trowbridge, where your contributions are valued and employee satisfaction is paramount. With a strong focus on professional development, you will benefit from a structured training programme and the opportunity to collaborate with a team of highly qualified and supportive colleagues. Enjoy a hybrid working model, competitive salary, quarterly bonuses, and a culture that encourages innovation and personal flair.
