Paraplanner / Technical Administrator

A Trowbridge based financial planning firm are looking for a talented Paraplanner / Technical Administrator to join the team. This position is working for a long established financial planning company who offer goal based financial planning, wealth management, tax saving strategies, later life and retirement planning, estate planning, equity release and a whole host of other financial services.

This role is office based in Trowbridge.

You will join a company prepared to fund further training as well as pay exam bonuses for taking the exam and further exam bonuses for passing the exam in a personal development focused business who retain their staff for long periods of time due to it being a great company to work for.

On top of this you will enjoy an excellent salary and working conditions.

You will support a very experienced senior financial planner through day to day meeting support, help implement the agreed client strategy by researching and analysing investment options, assist in profiling and planning, prepare plans and all other relevant technical admin to assist the senior financial planner – a full job description can be provided. This is an excellent development opportunity.

The Paraplanner / Technical Administrator will need:

  • Paraplanning experience and technical administration experience
  • Preparation of financial planning experience
  • Financial qualifications (ideally RO1,2,3 / CF1,2,3)

The client will entertain part time candidates and candidates with some of the above looking to step up.

The salary range is therefore £22-35k + bonus + pension. The lower for a more entry level candidate and the upper for someone with extensive experience and qualifications. Pro rata for a part time candidate.