Templegate Recruitment

In order to make an application, simply read through the following job description and make sure to attach relevant documents.
Specialist Recruiters in Financial Services

Job Title:
Technical Paraplanner

Location:
Trowbridge, Wiltshire (Hybrid part office-based, part home working)

Salary:
£45,000 £55,000 (depending on experience) plus discretionary quarterly bonuses

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.

• 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

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.

• 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

• Diploma qualified (Level 4 in Financial Planning or equivalent)
• Minimum 3 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

• Progression towards Chartered status
• Experience working within a high-quality, client-focused advice firm
• Ability to manage complex cases independently
• Enthusiastic, empathetic, and motivated approach to work

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. Well 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. xbpsjku If you havent heard from us within 7 days, please assume your application has not been successful on this occasion.