Paraplanner
Paraplanner Bath, hybrid£35,000 - £45,000 We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients'' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.As a Paraplanner based in their Bath office, you''ll play a key role in supporting the advisers to deliver exceptional financial planning services. You''ll use your technical expertise to prepare research, craft detailed recommendation reports, and ensure all client solutions are compliant and aligned with their long-term objectives.Benefits:Up to £45,000Hours: 9 to 5pm Part time applicants welcomeHybrid workingPension contributionDISA supportive and collaborative team culture that values growth and professional development.Opportunities to advance towards other positions as the company grows nationally roles.To be considered for this paraplanner position: Level 4 Diploma qualified or working towards - CISI/ CII/ LIBFParaplanning experience within an advisory or wealth management environment.Excellent understanding of financial productsStrong analytical, organisational, and written communication skills.Proficient in using financial planning software and CRM systems (IO), although training will be provided Apply today to be considered for this Paraplanner opportunity. If this particular vacancy isn''t the perfect fit, please do still get in touch - we w
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