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Paraplanner — High Net Worth Planning; Hybrid

Job in Bristol, Bristol County, BS1, England, UK
Listing for: Broadgate
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Position: Paraplanner — High Net Worth Planning (Hybrid)
A financial services firm in South East England is looking for an experienced Paraplanner to support high net worth clients. You will analyse client needs, prepare recommendations, and collaborate with advisers to enhance client relationships. The role offers a hybrid working model after an initial in-office period and a competitive salary package. The ideal candidate will have over 18 months of Paraplanner experience and knowledge of financial planning and investments.
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