Job Title:
Technical Paraplanner
Location:
Trowbridge - Hybrid
Salary:
£45,000 - £60,000 (depending on experience) plus discretionary quarterly bonuses
Why Join Us?
This is an opportunity to join a forward-thinking, award-winning wealth management firm with a strong reputation for delivering exceptional client outcomes. The business has built its success on a client-first philosophy, helping individuals use their wealth to live more meaningful and fulfilling lives.
You will be part of a highly skilled and collaborative technical team, working alongside experienced professionals in a supportive and structured environment. The firm is committed to employee development, offering clear progression, exam support, and exposure to a variety of technical and project-based work.
The culture is inclusive, professional, and people-focused, where employees are encouraged to bring energy, ideas, and enthusiasm to their role.
Benefits:
- Discretionary quarterly bonus scheme
- Company pension (5% employer / 5% employee, with salary sacrifice option)
- 23 days holiday plus bank holidays
- Additional holiday entitlement with length of service
- Option to buy or sell up to 3 additional days leave
- Group income protection
- Group life cover (4x death in service)
- 2 paid sick days per annum
- Flexible Fridays (option to work 8am - 4pm)
- Comprehensive wellness programme including:
- 24/7 online GP access for employees and family
- Mental health support and consultations
- Second medical opinions
- Physiotherapy sessions
- Fitness plans and nutrition consultations
- Bereavement support and probate assistance
About the Company:
Our client is a well-established and highly regarded wealth management firm with a long-standing track record of delivering high-quality financial planning services.
They pride themselves on combining technical excellence with a genuinely client-centric approach, ensuring that financial advice is both meaningful and impactful.
The firm also places significant emphasis on employee wellbeing and development, fostering a positive working environment where individuals can grow professionally and achieve their full potential.
Key Responsibilities:
- Preparing high-quality, compliant financial planning reports and recommendations
- Conducting detailed research and analysis across pensions, investments, and protection
- Supporting Financial Planners in developing tailored client strategies
- Ensuring all work meets regulatory and compliance standards
- Liaising with providers and internal teams to gather and verify client data
- Assisting with complex casework and technical queriesContributing to process improvements and technical projects where required
What We're Looking For:
- Chartered status
- Minimum 5 years' experience in a Paraplanning role
- Strong technical knowledge across pensions, investments, and financial planning
- Excellent report writing and analytical skills
- High attention to detail and commitment to compliance
- Strong communication and organisational skills
- A proactive and team-oriented mindset
Desirable Skills:
- Experience working within a high-quality, client-focused advice firm
- Ability to manage complex cases independently
- Enthusiastic, empathetic, and motivated approach to work
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Technical Paraplanner in Trowbridge employer: TEMPLEGATE RECRUITMENT
Templegate Recruitment is an excellent employer for Mortgage Advisers, offering a hybrid working model that promotes work-life balance and flexibility. With a supportive work culture that prioritises employee growth and development, team members benefit from ongoing training and access to a network of industry professionals. Located in Essex, employees enjoy the vibrant local community while having the option to work from home or in co-working spaces, making it an ideal environment for those seeking meaningful and rewarding employment.
