At a Glance
- Tasks: Support consultants by preparing detailed financial reports and conducting technical research.
- Company: Award-winning wealth management firm focused on staff happiness and productivity.
- Benefits: Competitive salary, quarterly bonuses, and a structured training programme.
- Other info: Hybrid working environment with opportunities for personal flair and growth.
- Why this job: Join a dynamic team and make a real impact in clients' financial lives.
- Qualifications: Level 4 Diploma and at least 3 years in a Senior Paraplanner role.
The predicted salary is between 55000 - 55000 £ per year.
Full Time OR Part Time Hybrid Working Trowbridge Up to 55,000 + Quarterly 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 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 can expect to 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
Senior Paraplanner employer: CMD Recruitment
Join a forward-thinking and award-winning wealth management firm in Trowbridge, where your contributions are valued and your professional growth is nurtured. With a strong emphasis on employee well-being, you will enjoy a supportive work culture, competitive salary, and comprehensive benefits, all while collaborating with a team of highly qualified and friendly professionals. This role offers the unique opportunity to thrive in a hybrid working environment, allowing for flexibility and a balanced lifestyle.
