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Financial Analyst Accounting & Finance

Paraplanner - Hybrid Reports & Illustrations

Job in Bath, Somerset County, BA1, England, UK
Listing for: The Progress Shed
Full Time position
Listed on 2025-12-30
Job specializations:
  • Finance & Banking
    Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
A leading financial advisory firm in Bath is looking for a Paraplanner to support a high-performing Adviser. The role involves writing suitability reports, preparing client review packs, and managing illustration requests. Ideal candidates will thrive in a dynamic and collaborative team environment. This hybrid position offers a flexible work schedule and is integral to the success of the client advisory process.
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