Technical Paraplanner
Technical Paraplanner
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Salary Not Disclosed
1 Vacancy
Job Description
Technical Paraplanner
Location: Trowbridge Wiltshire
Salary: (DOE) plus discretionary quarterly bonuses
Hybrid Working: Yes
Qualifications: Diploma qualified (Level 4)
The Opportunity
An award-winning forward-thinking wealth management firm is seeking a Technical Paraplanner to 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
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Provide support to consultants ahead of client meetings.
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Prepare compliant technical suitability reports and Financial Life Plan reports.
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Carry out annual client reviews.
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Undertake technical research and analyse client data.
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Accurately process investments in line with consultants recommendations.
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Liaise with clients post-meetings to answer technical queries.
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Identify investment and tax-saving opportunities for clients.
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Manage and prioritise workload effectively.
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Evaluate investment portfolios with consultants.
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Work closely with the wider Service Team.
Candidate Profile
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Level 4 Diploma qualified.
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Minimum of 3 years experience as a Technical Paraplanner.
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Strong IT skills including MS Word and Excel plus familiarity with back-office systems.
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Excellent telephone manner and strong customer service skills.
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Flexible organised and able to work well under pressure to deadlines.
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Collaborative team player with strong interpersonal skills.
Benefits
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Discretionary quarterly bonuses.
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Company pension scheme (5% employer / 5% employee with salary sacrifice available).
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Holiday: 23 days plus 8 bank holidays increasing with length of service. Option to buy/sell up to 3 days.
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Group income protection and group life cover (4x salary).
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Flexible Fridays (option to work 8am-4pm).
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Wellness programme with multiple benefits
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Employment Type
Full Time
