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Hybrid Paraplanner: Investment Research & Client Reporting

Job in Bath, Somerset County, BA1, England, UK
Listing for: Cavendish Maine
Full Time, Part Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
Job Description & How to Apply Below
An independent financial advisory firm is seeking an experienced Paraplanner to support their team of Advisors. This role involves preparing detailed suitability reports, supporting client annual reviews, and conducting technical research on financial products. Strong communication skills and previous paraplanning experience are essential. The firm offers hybrid working arrangements, with a preference for office presence at least 3 days a week.
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