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Senior Paraplanner - in Private Financial Planning
Remote / Online - Candidates ideally in
Bristol, Washington County, Virginia, 24202, USA
Listed on 2026-01-17
Bristol, Washington County, Virginia, 24202, USA
Listing for:
IDEX Consulting
Full Time, Remote/Work from Home
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
A reputable financial advice business is seeking a Paraplanner to join their team in Bristol or Cheltenham. In this role, you will work closely with Senior Financial Advisers, providing vital technical support and ensuring outstanding client service. The position offers a mix of autonomy and collaboration, with involvement in complex financial cases. Candidates should be diploma qualified or working towards Chartered status, possess solid paraplanning experience, and have excellent report writing and research skills.
The company promotes a supportive environment and offers competitive benefits.
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Position Requirements
10+ Years
work experience
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