Technical Paraplanner (JGB13255) Trowbridge, England
Salary: GBP45000 - GBP55000 per annum
Full Time OR Part Time
Hybrid Working
Up to £55,000 + Bonuses + Good Benefits
Are you Level 4 Diploma qualified? Have you worked in a Senior / Technical Paraplanner role for at least 3 years?
Our client is a forward‑thinking, multiple‑award-winning wealth management firm that values its happy and productive staff.
We are looking for an experienced Paraplanner who is energetic, empathetic, motivating, a natural team player and keen to join a well‑oiled machine.
A new joiner will work among highly qualified peers and benefit from a thorough and structured training programme. The successful candidate will be encouraged to bring their own flare and enthusiasm to the Paraplanning team.
Day‑to‑day Paraplanning Duties
* Supporting the consultants ahead of their client meetings
* Preparing compliant, technical suitability reports and ‘Financial Life Plan’ reports detailing the consultant’s recommendations for the client
* Client annual reviews
* Carry out technical research and analyse data collected on behalf of clients
* Accurately invest client money as per Consultant’s recommendations post client meetings
* Liaise with clients post meetings answering technical queries
* Proactive in identifying investments/tax saving opportunities for clients
* Manage and prioritise your work
* Evaluate investment portfolios with consultants
* Liaising and working closely with the Service Team
Skills, Experience & Qualifications Required
* Worked in a Technical Paraplanner role for at least 3 years
* Strong knowledge of IT, MS Word & Excel and back‑office system experience
* Level 4 Diploma qualification
An exceptional opportunity for the right personality, this position is an excellent choice for a candidate looking to get stuck into a varied and demanding but hugely rewarding role.
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