Financial advisory support 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
1h
Wealth Management Administrator
RGH‑Global Limited —Bath
- £27,000 - £31,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Annual leave
1h
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
10d
Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Leadership
Paraplanner (Marlborough)
Perspective Financial Group —Marlborough
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
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
2d
Wealth Paraplanner
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Communication skills
21h
Senior Pensions Administrator
XPS Pensions Group —Bristol
- Full-time
- Customer service
- Computer literacy
- Microsoft Office
- Employee discount
- Referral programme
Client Administrator - Bristol
Atomos —Bristol
- Hybrid work
- Communication skills
3d
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
Private Banking - Private Banking Executive
Arbuthnot Latham —Bristol
- Microsoft Office
- Organisational skills
- Front desk
2d

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Financial Planning Administrator / Trainee Paraplanner
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Previous exposure to pensions, investments, or protection products. You will initially support our advisers through a range of administrative and client…
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Paraplanner

RGH‑Global Limited
Trowbridge

Apply Now

Job details

Permanent | Part-time | Full-time
£40,000 - £50,000 a year
1 hour 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

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financial advisory support occupations jobs in warminster, wil

Paraplanner

Wealth Management Administrator

Senior SSAS Specialist

Client Administrator Team Leader - Financial Planning - Bristol

Paraplanner (Marlborough)

Paraplanner

Senior Paraplanner

Wealth Paraplanner

Senior Pensions Administrator

Client Administrator - Bristol

Senior Pensions Associate

Senior Pensions Associate, DB or DC

Private Banking - Private Banking Executive

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