Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Technical ParaplannerLocation:Trowbridge, Wiltshire (Hybrid part office-based, part home working)Salary:£45,000 £55,000 (depending on experience) plus discretionary quarterly bonusesWhy 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 schemeCompany pension (5% employer / 5% employee, with salary sacrifice option)23 days holiday plus bank holidaysAdditional holiday entitlement with length of serviceOption to buy or sell up to 3 additional days leaveGroup income protectionGroup life cover (4x death in service)2 paid sick days per annumFlexible Fridays (option to work 8am 4pm)Comprehensive wellness programme including:24/7 online GP access for employees and familyMental health support and consultationsSecond medical opinionsPhysiotherapy sessionsFitness plans and nutrition consultationsBereavement support and probate assistanceAbout 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 recommendationsConducting detailed research and analysis across pensions, investments, and protectionSupporting Financial Planners in developing tailored client strategiesEnsuring all work meets regulatory and compliance standardsLiaising with providers and internal teams to gather and verify client dataAssisting with complex casework and technical queriesContributing to process improvements and technical projects where requiredWhat Were Looking For:Diploma qualified (Level 4 in Financial Planning or equivalent)Minimum 3 years experience in a Paraplanning roleStrong technical knowledge across pensions, investments, and financial planningExcellent report writing and analytical skillsHigh attention to detail and commitment to complianceStrong communication and organisational skillsA proactive and team-oriented mindsetDesirable Skills:Progression towards Chartered statusExperience working within a high-quality, client-focused advice firmAbility to manage complex cases independentlyEnthusiastic, empathetic, and motivated approach to workHow 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. 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. If you havent heard from us within 7 days, please assume your application has not been successful on this occasion.JBRP1_UKTJ