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
.