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Wealth Paraplanner: Client Planning & Investment Analysis

Job in Bath, Somerset County, BA1, England, UK
Listing for: 0000050471 RBC Europe Limited
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Financial Services, Financial Reporting
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Bath is seeking a Wealth Paraplanner to support Financial Planning solutions. Candidates should have a minimum CII Level 4 Diploma, prior experience as a Paraplanner, and a strong understanding of financial planning principles. The role involves preparing financial plans, conducting strategy research, and collaborating with a dynamic team. The firm values development opportunities and offers a supportive work environment.
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