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Paraplanner

Paraplanner

RGH-Global LtdTrowbridge, England, United Kingdom
30+ days ago
Job type
  • Full-time
Job description

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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    Paraplanner • Trowbridge, England, United Kingdom