Paraplanner

Paraplanner

Bath, hybrid

£30,000 - £45,000

We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial well being.

As a Paraplanner based in their Bath office, you’ll play a key role in supporting the advisers to deliver exceptional financial planning services. You’ll use your technical expertise to prepare research, craft detailed recommendation reports, and ensure all client solutions are compliant and aligned with their long‑term objectives.

Benefits:

• Up to £45,000, negotiable
• Hours:
  
  9 to 5pm
• Part time or Full time applicants welcome
• Hybrid working
• Pension contribution
• PMI
• DIS
• A supportive and collaborative team culture that values growth and professional development.
• Opportunities to advance towards other positions as the company grows nationally roles.

To be considered for this paraplanner position:

• Level 4 Diploma qualified or working towards - CISI/ CII/ LIBF
• Paraplanning experience within an advisory or wealth management environment.
• Excellent understanding of financial products - investment, tax …