Trowbridge, United Kingdom

Technical Paraplanner

 Job Description:

Technical Paraplanner

Location: Trowbridge, Wiltshire
Salary: £40,000 £50,000 (DOE) plus discretionary quarterly bonuses
Hybrid Working: Yes
Qualifications: Diploma qualified (Level 4)

The Opportunity

An award-winning, forward-thinking wealth management firm is seeking a Technical 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 a Technical 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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