Wealth Planning Paraplanner - Hybrid & Study
Job in
Winchester, Hampshire County, SO23, England, UK
Listed on 2026-01-24
Listing for:
Rathbone Brothers
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Financial Consultant
Job Description & How to Apply Below
A leading wealth management firm in Winchester is seeking a Paraplanner to support Financial Planning Directors. You’ll prepare high-quality client-focused advice and assist in annual reviews, ensuring an excellent service. The ideal candidate will have 2-3 years' paraplanning experience and a CII Diploma in Financial Planning.
This role offers a supportive environment, full exam support, and flexible working conditions.
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