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Senior Paraplanner — Wealth Planning Expert
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-06-26
Listing for:
Capio Recruitment
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Capio Recruitment is looking for an experienced Paraplanner to join their Bath office. You will play a crucial role in supporting Wealth Managers with complex advice, aiming for high-quality client outcomes.
Your responsibilities include preparing financial plans, supporting meetings, and researching investments to ensure compliance with regulations. The ideal candidate will have a Diploma in Regulated Financial Planning and prior experience as a Paraplanner.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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