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CMD Recruitment

Paraplanner Manager
Full Time & Permanent
Hybrid Working
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.
The new manager can expect to benefit from the thorough and structured training programme that each new paraplanner passes through when they arrive at the firm. The successful candidate will be leading a team of advanced, chartered and fellowship paraplanners. They will be encouraged to bring their own flare and enthusiasm to the Paraplanning team, whilst embodying the client centric values of the company.

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)

Candidates must have excellent IT skills in MS Word & Excel and the ability to work under pressure to deadlines. The company pride themselves on their processes and continue to evolve and improve their clients’ experience.

It is also imperative that the candidate has an excellent telephone manner and superb customer service skills. The successful candidate will demonstrate high interpersonal and organisational attributes and be ready to support the rapid growth of this dynamic financial planning practice.


    • Job type: Permanent
    • Location: Trowbridge
    • Date posted:
    • Salary: £45000 - £55000