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Senior Paraplanner - Hybrid, -Impact Financial Planning
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-01-11
Listing for:
Saltus
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
A growing financial planning firm in Bath seeks an experienced Paraplanner to deliver high-quality support to advisers and clients. You'll analyze client information, perform tax calculations, and produce detailed reports while collaborating with junior team members. Ideal candidates will possess a CII Level 4 Diploma and have at least three years of paraplanning experience. The position offers a competitive salary up to £50,000, bonus opportunities, and a vibrant workplace culture.
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Position Requirements
10+ Years
work experience
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