Paraplanner in Chippenham

Job description

Paraplanner – Chippenham - Hybrid - £47,000

We are working 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

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 - £47,000

Extra information

Status

Open

Education Level

Secondary School

Location

Chippenham

Type of Contract

Part-time jobs

Published at

05-09-2025

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