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Senior Paraplanner


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Salary £40000 - £50000

Job title: Senior Paraplanner
Location: Trowbridge
Salary: up to £50,000
Working pattern: Hybrid

Our client is a well established, forward thinking Wealth Management firm is on the lookout for an experienced Paraplanner to join their team!


  • Supporting the consultants ahead of their client meetings
  • Preparing compliant, technical suitability reports and ‘Financial Life Plan’ reports detailing the consultant’s recommendations for the client 
  • Client annual reviews 
  • Carry out technical research and analyse data collected on behalf of clients
  • Accurately invest client money as per Consultants’ recommendations post client meetings
  • Liaise with clients post meetings answering technical queries


  • Chartered Status, or working towards 
  • Worked in a Technical Paraplanner role for at least 5 years 
  • Strong knowledge of IT and with Back office system experience (Desirable: Prestwood Truth)
  • Evaluate investment portfolios with consultants
  • Liaising and working closely with the Service Team


  • Discretionary Quarterly Bonuses
  • Company Pension 5% employer 5% employee. Salary sacrifice offered.
  • Holiday Entitlement 23 days basic plus 8 bank holidays.
  • Group income protection
  • Group life cover 4 x death in service
  • Wellness Programme
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