Technical Paraplanner

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

Job summary

A leading wealth management firm in Trowbridge is seeking a Technical Paraplanner. This role involves preparing technical reports, supporting consultants, and conducting client reviews. A Level 4 Diploma and a minimum of 3 years experience as a Technical Paraplanner are required. The firm offers a supportive environment with opportunities for professional growth and a hybrid working model.

Benefits

Discretionary quarterly bonuses

Flexible Fridays

Company pension scheme

Group income protection

Wellness programme

Holiday allowance of 23 days plus bank holidays

Qualifications

• Minimum of 3 years experience as a Technical Paraplanner.
• Strong IT skills and familiarity with back-office systems.
• Excellent telephone manner.

Responsibilities

• Provide support to consultants ahead of client meetings.
• Prepare compliant, technical reports.
• Conduct annual client reviews.

Skills

Technical suitability reporting

Financial analysis

Customer service

Collaboration

Education

Level 4 Diploma

Tools

MS Word

MS Excel

Job description

Technical Paraplanner

Location: Trowbridge, Wiltshire
Salary: £40,000 £50,000 (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

• 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 a Technical 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

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