Senior Paraplanning Professional
2 days ago
Job Summary
A forward-thinking financial services firm, CMD Recruitment, is seeking an experienced Senior Paraplanner to join their dynamic team. The ideal candidate will have a strong background in technical paraplanning and excellent communication skills.
Key Responsibilities
- Support financial consultants in preparing client reports and presentations
- Conduct thorough research and analysis to identify investment opportunities and tax savings for clients
- Collaborate with the service team to ensure seamless client experience
- Develop and maintain strong relationships with clients through proactive communication and technical expertise
- Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practices
Requirements
- Chartered status or working towards
- Minimum 5 years of experience in a technical paraplanning role
- Strong knowledge of IT systems and back-office software
- Excellent communication and interpersonal skills
What We Offer
CMD Recruitment is a dynamic and growing firm that values its employees and provides opportunities for professional growth and development. The successful candidate will be part of a collaborative team that is passionate about delivering exceptional client service.
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