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 GBP45,000
* 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.
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