Paraplanner in Chippenham

Job description

Paraplanner – Chippenham - Hybrid - £50,000

I'm currently partnered with a growing, forward-thinking wealth management firm who are seeking an experienced Paraplanner to join their team in Chippenham.

This is a newly created role to support two Financial Advisers and a high-value client bank of around 130 clients, with average assets of approximately £1m. The successful candidate will be confident in handling complex, high-net-worth cases and able to work at pace in a senior capacity.

What they’re looking for:

• Proven experience as a Paraplanner, ideally at senior level
• Strong technical knowledge with complex financial planning cases
• Level 4 qualified, preference for Chartered
• Ability to work proactively and collaboratively with Advisers and clients

The role:

• Provide full paraplanning support to two Advisers
• Work closely on complex financial planning cases for a high-value client base
• Use of industry systems including IntelliFlo, Genovo, and FE Analytics
• Hybrid working based near Chippenham, with the potential to move remote once settled

If you’re an experienced Paraplanner ready to take the next step in your career and want to work with a business that values expertise and flexibility, we’d love to hear from you.

Please contact Samantha.durbridge@idexconsulting.com for further information or if interested in the role

Paraplanner – Chippenham - Hybrid - £50,000

Extra information

Status

Open

Education Level

Secondary School

Location

Chippenham

Type of Contract

Part-time jobs

Published at

01-09-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English