At a Glance
- Tasks: Support consultants by preparing technical reports and conducting client reviews.
- Company: Award-winning wealth management firm that values happy, productive staff.
- Benefits: Competitive salary, bonuses, hybrid working, and great benefits.
- Other info: Structured training programme and opportunities for personal flair.
- Why this job: Join a dynamic team and make a real impact in clients' financial lives.
- Qualifications: Level 4 Diploma and 3+ years in a Technical Paraplanner role.
The predicted salary is between 45000 - 55000 € per year.
Location: Trowbridge, England
Salary: GBP 45,000 - GBP 55,000 per annum
Full Time OR Part Time Hybrid Working
Up to £55,000 + Bonuses + Good Benefits
Are you Level 4 Diploma qualified? Have you worked in a Senior / Technical Paraplanner role for at least 3 years?
Our client is a forward-thinking, multiple-award-winning wealth management firm that values its happy and productive staff. We are looking for an experienced Paraplanner who is energetic, empathetic, motivating, a natural team player and keen to join a well-oiled machine. A new joiner will work among highly qualified peers and benefit from a thorough and structured training programme. 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 Consultant’s 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 back-office system experience
- Level 4 Diploma qualification
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 role.
Technical Paraplanner in Trowbridge employer: CMD Recruitment Limited
Join a dynamic and award-winning wealth management firm in Trowbridge, where your expertise as a Technical Paraplanner will be valued and nurtured. With a strong emphasis on employee well-being, this company offers a supportive work culture, flexible hybrid working options, and a structured training programme to foster your professional growth. Enjoy competitive salaries, bonuses, and the opportunity to collaborate with highly qualified peers in a role that promises both challenge and reward.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Paraplanner in Trowbridge
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you showcase your personality and enthusiasm during the interview.
✨Tip Number 3
Practice common interview questions and prepare your own questions to ask. This shows you're genuinely interested in the role and helps you stand out as a candidate who’s engaged and proactive.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can leave a lasting impression and keep you fresh in the interviewer’s mind. Plus, it shows your professionalism and eagerness for the role.
We think you need these skills to ace Technical Paraplanner in Trowbridge
Some tips for your application 🫡
Show Off Your Experience:Make sure to highlight your experience as a Technical Paraplanner. We want to see how your 3+ years in the role have shaped your skills and knowledge, so don’t hold back on those details!
Tailor Your Application:Take a moment to customise your application for this specific role. Use keywords from the job description to show us you understand what we’re looking for and how you fit into our team.
Be Yourself:We’re all about personality here at StudySmarter! Let your unique flair shine through in your application. We want to know what makes you tick and how you can bring that energy to our team.
Apply Through Our Website:For the best chance of getting noticed, make sure to apply directly through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at CMD Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning. Be ready to discuss your experience with preparing suitability reports and conducting technical research. This will show that you’re not just qualified, but also passionate about the role.
✨Show Your Team Spirit
Since they value team players, be prepared to share examples of how you've collaborated with colleagues in previous roles. Highlight any experiences where you motivated others or contributed to a positive team environment.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to wealth management and their training programmes. This demonstrates your genuine interest in the firm and helps you assess if it’s the right fit for you.
✨Bring Your Flare
Don’t shy away from showcasing your personality! They’re looking for someone who can bring enthusiasm to the team. Share your ideas on how you can contribute to their success and make the role your own.
