Wealth paraplanner 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
5d
Wealth Paraplanner
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Communication skills
5d
Paraplanner
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Wealth Management Administrator
RGH‑Global Limited —Bath
- £27,000 - £31,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Annual leave
5d

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Wealth Paraplanner
Royal Bank of Canada —Cheltenham
Proven expertise: CII or CISI Level 4 Diploma (or equivalent) and previous experience as a Paraplanner dealing in complex advice areas (estate planning, trusts,…
5d
Paraplanner
RGH‑Global Limited —Trowbridge
Excellent telephone manner and strong customer service skills. Option to buy/sell up to 3 days. Minimum of 3 years experience as a Technical Paraplanner.
£40,000 - £50,000 a year
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
5 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

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