Paraplanner Manager

20 hours ago

Trowbridge, United Kingdom CMD Recruitment Full time

**Paraplanner Manager**
**Full Time & Permanent**
**Hybrid Working**
**Trowbridge**
**Up to c.£55,000 + Bonuses**:

- Are you an experienced technical paraplanner?_
- Do you have experience or the ability to manage a team?_
- Interested in joining a forward thinking firm with a friendly team?_
Our client is a dynamic wealth management firm and they are now looking to add to their highly qualified and friendly team who pride themselves on delivering a highly personalised service to Business Owners, Principal Dentists and Private Clients.
Our client is looking for someone who is energetic, empathetic, motivating and a natural leader to evolve in this exciting new position

Skills, Experience & Qualifications Required
- Diploma in Regulated Financial Planning (Dip PFS) (minimum requirement)
- Advanced Pension Exam, AF3, or equivalent
- Working towards their advanced diploma and aspires to gain Chartered status
- Worked in a technical paraplanner role for at least 3 years
- Experience or the ability to manage a team
- Strong knowledge of IT and with Back office system experience (We use Prestwood Truth)

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