Financial advisory occupations Work, Jobs in Warminster, Wil (with Salaries)

Paraplanner
RGH‑Global Limited —Trowbridge
- £40,000 - £50,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- Customer service
- IT
- Health & wellbeing programme
2d
Financial Planner
Quilter —Bristol
- Full-time
- Business development
- Communication skills
Senior SSAS Specialist
Hartley Pensions —Bristol
- £33,207.02 - £42,068.84 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
Quick apply
12d
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Bath
- Full-time
- Business development
- Communication skills
- Banking
Senior Paraplanner
Star House Financial Services —Chew Magna
- £38,000 - £50,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- IT
- Annual leave
- Life insurance
Quick apply
4d
Wealth Management Administrator
RGH‑Global Limited —Bath
- £27,000 - £31,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Annual leave
2d
Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Leadership
Paraplanner
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Wealth Paraplanner
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Communication skills
3d
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Sales
- Microsoft Office
Associate Director Financial Planning
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Communication skills
6d
Paraplanner (Marlborough)
Perspective Financial Group —Marlborough
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Senior Pensions Administrator
XPS Pensions Group —Bristol
- Full-time
- Customer service
- Computer literacy
- Microsoft Office
- Employee discount
- Referral programme
Private Banker (Bristol)
Arbuthnot Latham —Bristol
- Microsoft Office
- Business development
- Financial services
Private Banking - Private Banking Executive
Arbuthnot Latham —Bristol
- Microsoft Office
- Organisational skills
- Front desk
4d
Senior Pensions Associate
Gallagher Benefit Services —Bristol
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Senior Pensions Associate, DB or DC
Gallagher Benefit Services —Bristol
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Client Administrator - Bristol
Atomos —Bristol
- Hybrid work
- Communication skills
6d
Private Client Adviser
Swiss Life Global Solutions —Bath
- Annual leave
- Employee assistance programme
4d

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Financial Planner
Quilter —Bristol
This is a client and growth focused high-impact role for a Financial Planner who enjoys winning new business, building long-term relationships and being…
Financial Planner
The Progeny Group Limited —Fareham
Diploma qualified in Financial Planning – you will possess a Diploma in Financial Planning, with an Advanced diploma being desirable as we hold Corporate…
Quick apply
5d

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Paraplanner

RGH‑Global Limited
Trowbridge

Apply Now

Job details

Permanent | Part-time | Full-time
£40,000 - £50,000 a year
2 days ago

Benefits

Health & wellbeing programme
Company pension

Qualifications

Microsoft Word
Customer service
IT

Full 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

Apply Now

Refine Your Search

financial advisory occupations jobs in warminster, wil

Paraplanner

Financial Planner

Senior SSAS Specialist

RBC Brewin Dolphin - Wealth Manager - West of England

Senior Paraplanner

Wealth Management Administrator

Client Administrator Team Leader - Financial Planning - Bristol

Paraplanner

Wealth Paraplanner

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

Associate Director Financial Planning

Paraplanner (Marlborough)

Senior Pensions Administrator

Private Banker (Bristol)

Private Banking - Private Banking Executive

Senior Pensions Associate

Senior Pensions Associate, DB or DC

Client Administrator - Bristol

Private Client Adviser

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