Paraplanner

Recruit

UK is supporting a large wealth management firm across the UK, and they’re looking to add an experienced Paraplanner to their team in Bath. It's a great opportunity for someone who wants a great hybrid working arrangement (3 days WFH), technical exposure, structured development, excellent benefits, and a supportive environment that values paraplanning as a core function of the business.

You’ll work closely with financial advisers and support teams, handling a wide variety of client cases across investments, pensions and protection. This role will give you the chance to deepen your technical knowledge and contribute directly to client outcomes.

• Researching clients financial planning arrangements, both existing and recommended
• Conducting portfolio reviews and asset allocation analysis in line with client risk profiles
• Producing investment, pension and protection illustrations and projections
• Writing clear and accurate suitability reports and service letters
• Ensuring all client files meet FCA requirements and internal standards
• Supporting advisers with annual client reviews and financial strategy updates

• Minimum 1.5 to 2 years paraplanning experience
• Currently studying R0 exams or ideally already Level 4 qualified
• Solid technical understanding
• Strong attention to detail
• A collaborative mindset, ability to support the wider team when needed
• 3 days work from home per week
• Attractive annual bonus
• 25 days holiday plus bank holidays and birthday off
• Death in Service 4x Salary
• Exam support & funding
• Excellent training and development program
• Flexible benefits package
• Buy additional holiday
• Internal mortgage service
• Lots of local and company wide events

If you’ve been looking for a paraplanning role with progression, technical support and a culture that values your contribution, this could be the role for you.