Paraplanner
Job in
Trowbridge, Wiltshire, BA14, England, UK
Listed on 2026-01-07
Listing for:
RGH-Global Ltd
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Analyst, Office Administrator/ Coordinator, Financial Reporting
Job Description & How to Apply Below
4)
The Opportunity An award-winning, forward-thinking wealth management firm is seeking aTechnical Paraplannerto 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.
- Level 4 Diploma qualified.
- Minimum of 3 years experience as aTechnical 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.
- 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
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