More jobs:
Wealth Management Paraplanner
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-01-22
Listing for:
Capio Recruitment
Part Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance
Job Description & How to Apply Below
A reputable financial services company based in Bath seeks a Wealth Management professional to join their expanding team. The role involves risk profiling, cash-flow modelling, and providing technical recommendations for clients. Candidates should have relevant experience in a Financial Planning or Wealth Management firm, along with a Level 4 Diploma in Financial Planning. The company offers a competitive salary, bonus opportunities, and excellent development prospects in a friendly culture.
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