Full job descriptionTemplegate Recruitment
Specialist Recruiters in Financial Services


Job Title:
Technical Paraplanner


Location:
Trowbridge


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 queries
Contributing 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


How to Apply:
Interested? Submit your CV today!
If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.


Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.