Senior Paraplanner — Hybrid Role with Life-Plan Reports

CMD Recruitment is seeking a Senior Paraplanner for a full-time or part-time role in Trowbridge, offering up to £55,000 plus quarterly bonuses. The ideal candidate will possess a Level 4 Diploma and have three years’ experience in a technical role.

This hybrid position offers an exceptional opportunity to join a supportive team within a forward-thinking wealth management firm. Responsibilities include preparing technical reports, conducting client reviews, and supporting consultants during meetings.

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