Paraplanner - hybrid working

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.

Location: Swindon, Wiltshire, GB

Posted Date: 8/6/2025