Technical Paraplanner: Financial Planning & Reports in Trowbridge

Technical Paraplanner: Financial Planning & Reports in Trowbridge

Trowbridge Full-Time 45000 - 50000 £ / year (est.) Home office (partial)
The Thrive Group

At a Glance

  • Tasks: Support consultants by preparing technical reports and managing client reviews.
  • Company: Join a client-focused firm providing tailored financial planning advice.
  • Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
  • Other info: Permanent position with a supportive team and career advancement potential.
  • Why this job: Make a real difference in clients' financial journeys while developing your skills.
  • Qualifications: Level 4 Diploma, paraplanning experience, and strong IT skills required.

The predicted salary is between 45000 - 50000 £ per year.

Thrive Group are recruiting for a client who provides tailored financial planning advice.

We seek a Technical Paraplanner on a permanent basis, with hybrid working after training and a salary of £45,000 to £50,000 depending on experience.

You will support consultants, prepare technical reports, manage client reviews, and research opportunities to benefit clients.

The role requires Level 4 Diploma, paraplanning experience, and strong IT skills to operate back office systems.

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Technical Paraplanner: Financial Planning & Reports in Trowbridge employer: The Thrive Group

The Thrive Group is an excellent employer, offering a supportive and dynamic work environment in Stretton where teamwork and customer service are at the forefront. Employees benefit from flexible working hours, opportunities for professional growth, and a culture that values operational efficiency and collaboration. Joining our team means being part of a company that prioritises employee well-being and development, making it a rewarding place to build your career.

The Thrive Group

Contact Details:

The Thrive Group Recruitment Team

We think you need these skills to ace Technical Paraplanner: Financial Planning & Reports in Trowbridge

Level 4 Diploma
Paraplanning Experience
Technical Report Preparation
Client Review Management
Research Skills
Strong IT Skills
Back Office Systems Operation