Wealth Paraplanner: Precision in Client Planning & Analysis
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-06-13
Listing for:
RBC Brewin Dolphin
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Financial Reporting, Accounting & Finance
Job Description & How to Apply Below
RBC Brewin Dolphin in Bath is looking for a Wealth Paraplanner to join their team. The successful candidate will support Wealth Managers by preparing detailed financial plans, conducting research, and liaising with clients and colleagues.
Applicants should have a CII Level 4 Diploma in Regulated Financial Planning, previous Paraplanning experience, and strong communication skills. This full-time role offers a dynamic environment with opportunities for professional growth.
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