Wealth Paraplanner: Remote Planning
Remote / Online - Candidates ideally in
Bath, Somerset County, BA1, England, UK
Listed on 2026-01-14
Bath, Somerset County, BA1, England, UK
Listing for:
RBC
Part Time, Remote/Work from Home
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Financial Reporting, Financial Services
Job Description & How to Apply Below
A leading financial services provider is looking for an experienced Paraplanner to join their Bath office. In this role, you will prepare detailed financial plans and support client meetings, while leveraging your knowledge of financial planning principles. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and experience in a similar role. Join a collaborative environment focused on delivering high-quality support to clients and wealth managers, with opportunities for professional development.
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