Paraplanner

RGH-Global Ltd; Trowbridge; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A forward-thinking wealth management firm in Trowbridge is seeking a Technical Paraplanner. This role involves supporting consultants, preparing reports, and conducting client reviews. Ideal candidates will have a Level 4 Diploma and at least 3 years of experience. The company offers flexible working options, discretionary bonuses, and a collaborative environment for professional growth.

Benefits

Discretionary quarterly bonuses

Company pension scheme

Holiday: 23 days plus 8 bank holidays

Flexible Fridays

Wellness programme

Qualifications

• Minimum of 3 years experience as a Technical Paraplanner.
• Strong communication skills and able to work under pressure.
• Ability to manage and prioritize workloads effectively.

Responsibilities

• Provide support to consultants ahead of client meetings.
• Prepare technical suitability and financial life plan reports.
• Carry out annual client reviews.

Skills

Strong IT skills including MS Word and Excel

Excellent telephone manner

Strong customer service skills

Flexible and organized

Collaborative team player

Education

Level 4 Diploma

Tools

Back-office systems

Job description

ParaplannerLocation:Trowbridge, WiltshireSalary:£40,000 £50,000 (DOE) plus discretionary quarterly bonusesHybrid Working:YesQualifications:Diploma qualified (Level 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.

Candidate Profile

• 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.

Benefits

• 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