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Team Lead Paraplanner - Hybrid
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-01-03
Listing for:
Service Care Solutions
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
A nationwide financial advisory network is looking for an experienced Paraplanner to support Financial Planners and enhance client service. Responsibilities include preparing financial reports, analyzing client policies, and ensuring exceptional support through every stage of client interaction. With a strong focus on employee development and wellbeing, this role offers fantastic growth opportunities. The position is based in Somerset and follows a hybrid working model.
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