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Financial Analyst Financial Reporting

Senior Wealth Paraplanner - Planning & Client Support

Job in Bath, Somerset County, BA1, England, UK
Listing for: RBC
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Job Description & How to Apply Below
A leading financial services provider is seeking an experienced Paraplanner for their Bath office. In this role, you will prepare detailed financial plans and support client meetings while utilizing your financial planning skills. The ideal candidate should hold a Level 4 Diploma in Regulated Financial Planning and have relevant experience. This position offers opportunities for professional development in a collaborative environment that emphasizes high-quality client support.
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Position Requirements
10+ Years work experience
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