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Paraplanner — Research‑Driven Financial Planning
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2025-12-30
Listing for:
Chase de Vere Medical
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
A financial services firm in Bath is seeking an Entry-level Paraplanner to research financial planning arrangements and analyze market trends. Candidates must have a minimum of 2 years' experience in paraplanning and relevant financial planning qualifications. The role involves conducting investment portfolio analysis, writing technical reports, and ensuring compliance with regulations. Offers a salary with annual bonuses, 25 days of holiday, and various employee benefits to support work-life balance.
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