Hybrid Technical Paraplanner — Expert in Pensions & Investments
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-07-21
Listing for:
Premier Jobs UK
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Financial Reporting
Job Description & How to Apply Below
Premier Jobs UK is recruiting a highly technical Technical Paraplanner for a wealth management firm in the UK. The role focuses on complex casework, pensions, investments, and protection, delivering meticulous suitability reports and maintaining compliance standards.
You will analyse client portfolios, conduct asset allocation research, and collaborate with the Regulatory & Technical team while managing your own pipeline and supporting advisers and third-party providers in a hybrid 2-3 day
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