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Financial Analyst Financial Consultant Financial Services Financial Reporting

Technical Paraplanner: Strategic Financial Modelling

Job in Wells, Somerset County, BA5, England, UK
Listing for: Old Mill
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Financial Services, Financial Reporting
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A respected financial planning firm is seeking a technically strong Paraplanner to join their Wealth Management team in the South West. This specialist role focuses on analyzing client information and creating robust financial plans. Candidates should have a Diploma in Regulated Financial Planning and relevant experience, especially in producing suitability reports and understanding UK pensions and investments. The firm offers a supportive environment that encourages professional growth and flexible working arrangements.
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