Technical Paraplanner

Technical Paraplanner – Permanent (Wealth Management)
Location: Trowbridge, Wiltshire (part office-based, part home working)
Salary: £40,000–£50,000 (depending on experience) + discretionary quarterly bonuses
Contract: Permanent, full-time (37.5 hours p/w) or part-time.
Start: Immediately

Montgomery Charles Financial Management Ltd. is authorised and regulated by the Financial Conduct Authority and is looking for a Technical Paraplanner to join a highly technical, client-first team. This Technical Paraplanner role combines hands-on technical work with strong client service, supporting consultants to help clients live rich and meaningful lives.

Candidate Responsibilities
As a Technical Paraplanner, your day-to-day focus will include:

• Supporting consultants ahead of client meetings as part of the Technical Paraplanner team
• Preparing compliant technical suitability reports and “Financial Life Plan” documents
• Producing documentation for client annual reviews
• Conducting technical research and analysing data on behalf of clients
• Accurately processing investment actions in line with consultant recommendations post-meeting
• Liaising with clients following meetings to answer technical queries
• Proactively identifying investment and tax-saving opportunities for clients
• Managing priorities, working to deadlines, and maintaining high quality standards within the Technical Paraplanner function
• Evaluating client portfolios alongside consultants and supporting ongoing planning discussions

Skills, Experience & Qualifications Required

• Level 4 Diploma qualified
• Minimum 3 years working as a Technical Paraplanner
• Strong IT skills: MS Word & Excel, plus back-office system experience
• Excellent telephone manner and customer service skills
• Ability to remain calm under pressure and meet deadlines

Benefits
We invest in our people. As a Technical Paraplanner, you’ll receive:

• £250 Training Allowance to support ongoing development
• Dedicated specialist consultant during your recruitment journey
• Discretionary quarterly bonuses
• Company pension (5% employer, 5% employee) with salary sacrifice offered
• 23 days basic holiday + 8 bank holidays, with further increases after 2 and 5 years; ability to buy/sell up to 3 days
• Group income protection, group life cover (4x death in service)
• 2 paid sick days per annum and flexible Fridays (8am–4pm)
• Wellness programme including 24/7 online GP, mental health support, physio, fitness plans, and bereavement support
• Daily payroll runs, free candidate registrations, referral & loyalty bonus schemes, plus a sign-up bonus
• Free compliance checks

How to apply
Please send your CV to Kathryn: kathryn@montgomerycharles.co.uk
Call 01225 777 999 for an informal chat.