At a Glance
- Tasks: Support consultants, prepare reports, and manage client portfolios in a dynamic team.
- Company: Award-winning wealth management firm prioritising staff happiness and productivity.
- Benefits: Up to £55,000 salary, quarterly bonuses, and comprehensive benefits.
- Other info: Enjoy structured training and excellent career growth opportunities.
- Why this job: Join a supportive team and make a real impact in clients' financial lives.
- Qualifications: Level 4 Diploma and 3+ years in a Technical Paraplanner role required.
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 and whilst their clients are important to them, nothing they do is possible without their happy and productive staff. 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 to their team 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 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:
- Level 4 Diploma qualified
- 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!
Thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unfortunately unsuccessful.
Senior Paraplanner in Trowbridge employer: CMD Recruitment
Join a forward-thinking and award-winning wealth management firm in Trowbridge, where your contributions are valued and employee satisfaction is paramount. With a hybrid working model, competitive salary up to £55,000, quarterly bonuses, and a structured training programme, this role offers not just a job but a pathway for personal and professional growth within a supportive team of highly qualified professionals. Embrace the opportunity to bring your unique flair to a collaborative environment that prioritises both client success and staff happiness.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Trowbridge
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like CMD Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Paraplanner in Trowbridge
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to CMD Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on CMD Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at CMD Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with CMD Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at CMD Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former CMD Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
