Paraplanner

Paraplanner Location: Trowbridge, WiltshireSalary: £40,000 £50,000 (DOE) plus discretionary quarterly bonusesHybrid Working: YesQualifications: Diploma qualified (Level 4)

The Opportunity

An award-winning, forward-thinking wealth management firm is seeking aTechnical Paraplanner to join its team in Trowbridge. The business prides itself on putting clients at the heart of everything it does, while also creating a supportive and collaborative environment for its people.This is an exciting opportunity to work alongside highly qualified and experienced colleagues in a firm that values professional development, offers structured training, and encourages individuals to bring their own enthusiasm and ideas to the team.

Key Responsibilities

• Provide support to consultants ahead of client meetings.
• Prepare compliant, technical suitability reports and Financial Life Plan reports.
• Carry out annual client reviews.
• Undertake technical research and analyse client data.
• Accurately process investments in line with consultants recommendations.
• Liaise with clients post-meetings to answer technical queries.
• Identify investment and tax-saving opportunities for clients.
• Manage and prioritise workload effectively.
• Evaluate investment portfolios with consultants.
• Work closely with the wider Service Team.

Candidate Profile

• Level 4 Diploma qualified.
• Minimum of 3 years experience as aTechnical Paraplanner .
• Strong IT skills, including MS Word and Excel, plus familiarity with back-office systems.
• Excellent telephone manner and strong customer service skills.
• Flexible, organised, and able to work well under pressure to deadlines.
• Collaborative team player with strong interpersonal skills.

Benefits

• Discretionary quarterly bonuses.
• Company pension scheme (5% employer / 5% employee, with salary sacrifice available).
• Holiday: 23 days plus 8 bank holidays, increasing with length of service. Option to buy/sell up to 3 days.
• Group income protection and group life cover (4x salary).
• Flexible Fridays (option to work 8am-4pm).
• Wellness programme with multiple benefits

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