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Senior Wealth Paraplanner | Financial Planning

Remote / Online - Candidates ideally in
Bath, Somerset County, BA1, England, UK
Listing for: 0000050471 RBC Europe Limited
Full Time, Remote/Work from Home position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Services
Job Description & How to Apply Below
Position: Senior Wealth Paraplanner | Dynamic Financial Planning
A leading financial services company in Bath is seeking an experienced Paraplanner to join their team. The role involves preparing detailed financial plans, conducting research across investments and pensions, and providing guidance to junior team members. The ideal candidate will have a strong understanding of financial planning principles and must possess a CII Level 4 Diploma or equivalent. This is a full-time position with a blend of office and flexible remote work options.
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Position Requirements
10+ Years work experience
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