A leading national financial planning practice is seeking an experienced Paraplanner to join its established and close-knit team in the heart of Bath. This is an excellent opportunity to become part of a respected organisation that provides outstanding support to its clients while offering employees a collaborative and rewarding working environment.
The successful candidate will be responsible for providing high-quality technical support to a team of Financial Planners and their clients. Working closely with experienced professionals, the role offers variety, professional challenge and the chance to make a real impact.
Key Responsibilities:
- Prepare detailed, client-focused financial planning reports and recommendations
- Support Financial Planners in client meetings and annual reviews
- Conduct technical research across pensions, investments and tax planning
- Ensure all advice and documentation meet regulatory and compliance standards
- Manage workload effectively to support the smooth running of the team
Requirements:
- Level 4 Diploma in Financial Planning (or working towards)
- Previous paraplanning experience within a financial planning or wealth management environment
- Strong technical knowledge across pensions, investments, and tax planning
- Excellent attention to detail and organisational skills
- A proactive, professional, and collaborative approach
Package on offer:
- Basic salary up to £45,000
- Discretionary annual bonus
- Hybrid working – 2 days in the office, 3 days from home
- Competitive company benefits package including pension, life cover, income protection, and more
- Ongoing professional development and exam support
This is a fantastic opportunity to join a highly regarded firm that values its employees, offers long-term career prospects and encourages progression within the business.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
