Technical Paraplanner

• Location: Trowbridge, Wiltshire
• Salary: £40,000 - £50,000 (depending on experience) plus discretionary quarterly bonuses
• Job Type: Permanent, Full-time (37.5 hours per week) or Part-time. Hybrid working model (part office, part home-based)

My Client are a personalised Wealth Management company who specialise in giving expert financial planning advice to Dentists, Business Owners and Private Clients. They seek a dedicated, full time Technical Paraplanner to join their friendly, busy and vibrant team based in Wiltshire, with 50% office based and the rest home working

Day-to-Day Duties

• Support consultants ahead of client meetings by preparing compliant, technical suitability reports and ‘Financial Life Plan’ reports.
• Conduct client annual reviews and carry out technical research and data analysis on behalf of clients.
• Accurately invest client money as per consultants’ recommendations post-meetings.
• Liaise with clients post-meetings to answer technical queries and proactively identify investment/tax saving opportunities.
• Manage and prioritise workload, evaluate investment portfolios with consultants, and work closely with the Service Team.

Skills, Experience & Qualifications Required

• Level 4 Diploma in Financial Planning.
• Minimum of 3 years’ experience in a Technical Paraplanner role.
• Strong IT skills, proficient in MS Word & Excel, and experience with back-office systems (experience with Prestwood Truth is advantageous).
• Excellent telephone manner and customer service skills.
• High interpersonal and organisational skills, ready to support the rapid growth of our dynamic practice.

Benefits

• Discretionary Quarterly Bonuses
• Company Pension (5% employer contribution, 5% employee; salary sacrifice option available)
• Holiday Entitlement: 23 days plus 8 bank holidays, with additional days accruing with service. Option to buy or sell up to 3 extra days.
• Group Income Protection and Life Cover (4x salary)
• 2 Paid Sick Days per annum
• Flexible Fridays (option to work 8am-4pm)
• Comprehensive Wellness Programme, including:
  • Unlimited access to a 24/7 online GP for employees and their families
  • Mental health support & consultations
  • Second medical opinion and physiotherapy sessions
  • Access to fitness plans and nutrition consultations
  • Bereavement support & probate help

Apply Now

This position is an excellent opportunity for the right candidate looking for a varied, demanding, and rewarding role. To apply, please submit your CV detailing your relevant experience and qualifications.