Hybrid Paraplanner: Client Delivery & Reports
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-06-22
Listing for:
The Private Office LLP
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services
Job Description & How to Apply Below
The Private Office LLP is seeking a Diploma qualified Paraplanner to join their award-winning team in Bath. The successful candidate will support Advisers by providing accurate client analysis and recommendations, enhancing service standards and compliance.
This role includes managing client portfolios, conducting market research, and participating in projects, all while benefiting from a true hybrid working model and comprehensive training support.
Benefits include a discretionary bonus scheme, 24 holidays, and private healthcare after the qualifying period.
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