Technical Administrator / Paraplanner – Financial Services

Inviting CVs £competitive Accountancy / Financial, Administrative / Secretarial, Specialist / Other Trowbridge Full Time

A long-established, reputable Financial Planning practice are seeking an experienced administrator to join their technical team.

The practice, offering comprehensive financial advice to a broad spectrum of clients, are dedicated to providing a highly personalised, quality service.  The role will be to support one of the Partners and act as coordinator / case manager for their clients.

The ideal candidate will be Diploma qualified / part qualified with experience working in a Financial Services Administrator or Paraplanner role.

This is a great opportunity to join a long-established practice in Trowbridge who will work with you to progress your career.

Responsibilities include:  

  • Pre and post-meeting support for the Senior Financial Planners.
  • Assisting with the implementation of agreed client strategy including attending handover meetings with financial planners and ensuring clients’ instructions are fully acted upon.
  • Researching and analysing investment options in accordance with clients’ needs.
  • Undertaking risk profiling, asset allocation, cash flow forecasts, catastrophe planning and portfolio construction.
  • Carrying out analysis of clients’ financial situation and based on preparing lifetime cash flow simulations.
  • Preparing financial plans.
  • Acting as the first point of contact for all technical queries.
  • Carrying out technical research and preparing suitability reports.
  • Portfolio administration

Skills & Experience:

  • Experience and understanding of working with high net worth clients and individuals
  • Practical experience working in a financial compliant organisation.
  • Preparation of financial plans
  • Acting as first point of contact for all technical queries
  • Carrying out technical research and preparing suitability reports
  • Portfolio administration
  • Experience of using Prestwood Software would be an advantage

If you have a great work ethic, excellent attention to detail and enjoy working with very interesting people, we would love to hear from you.

£competitive, bonus scheme, benefits

It is company policy as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications we are currently receiving we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful on this occasion and your details have not been retained. Please apply for any other position that you may see in the future.


Please note: Map location is not accurate and is only provided as a guide to the job location.
Reference: 314132
Contact: Janette

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