Client: Ernest Gordon Recruitment
Location:
Trowbridge, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
3
Posted:
14.08.2025
Expiry Date:
28.09.2025
Job Description:
Paraplanner (Level 4 / Hybrid)
£45,000 - £50,000 + Hybrid (2 Days in Office) + Bonus + Wellness Program + Increasing Holiday With Service + Pension + Flexible Fridays + Time in Lieu + Study Support + Work Life Balance + 2 Days a Week WFH + Progression
Location: Trowbridge
Are you a Paraplanner with a Level 4 qualification, looking to join a tight-knit, friendly team in a financial services business that offers work-life balance, more time at home than in the office, 9-5 hours with a shorter day every other Friday, and increasing holiday entitlement?
This role offers the opportunity to join an IFA working with high net worth clients (over £400k). The company has consistently grown its revenue by 25% year on year over the past 25 years.
Your responsibilities will include supporting consultants, preparing compliant 'Financial Life Plan' reports outlining recommendations, accurately investing client money as per recommendations, and evaluating investment portfolios.
This position is suitable for a Paraplanner with a Level 4 qualification in Financial Planning seeking work-life balance, hybrid working, reasonable hours, and time in lieu.
The Role:
* Preparing compliant reports / 'Financial Life Plan' reports detailing the consultant’s recommendations
* Investing client money as per recommendations
* Evaluating investment portfolios
* Working hours: 9-5, Monday to Friday
The Person:
* Paraplanner
* Diploma in Regulated Financial Planning
* Able to commute to Trowbridge, 2 days a week
Reference Number: 20781
Keywords: Paraplanner, finance, consultant, financial planning, high net worth clients.
If interested, click 'apply now' to submit your CV.
We are an equal opportunities employer and welcome applications from all qualified candidates. Salary is a guideline and will depend on experience, qualifications, and skills.
Ernest Gordon Recruitment Limited acts as an employment agency for this role. By applying, you accept our T&C's, Privacy Policy, and Disclaimers available on our website.
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