Senior Paraplanning Professional

2 days ago


Trowbridge, Wiltshire, United Kingdom CMD Recruitment Full time

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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