Wealth Paraplanner: Create Client Plans & Reports; Hybrid
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-02-08
Listing for:
RBC Brewin Dolphin
Full Time
position Listed on 2026-02-08
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Financial Services, Accounting & Finance
Job Description & How to Apply Below
A leading wealth management firm in Bath is seeking a Wealth Paraplanner to join their team. The role involves preparing detailed financial plans, supporting client meetings, and conducting research in financial planning. Ideal candidates will possess a CII Level 4 Diploma and have a strong understanding of financial planning principles. The firm promotes a collaborative environment and values development opportunities for its employees.
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