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Financial Analyst Financial Reporting

Wealth Planning Paraplanner — Hybrid

Job in Bath, Somerset County, BA1, England, UK
Listing for: Eden Rose
Full Time, Part Time position
Listed on 2026-01-18
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 30000 - 45000 GBP Yearly GBP 30000.00 45000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Bath is seeking a Paraplanner to support advisers in delivering exceptional financial planning services. The role requires expertise in preparing research and crafting detailed compliance reports. Candidates should be Level 4 Diploma qualified or working towards it, with paraplanning experience in an advisory setting. The position offers a salary range of £30,000 - £45,000, with flexibility for part-time or full-time applicants, and includes a hybrid working model.
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