Hybrid Technical Paraplanner Wealth Planning
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-07-24
Listing for:
Premier Jobs UK Limited
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Wealth Management, Financial Reporting
Job Description & How to Apply Below
Premier Jobs UK Limited is seeking a Technical Paraplanner for a respected wealth management firm in the UK, with hybrid working arrangements. You will analyse client portfolios and perform asset allocation research to support advisers with detailed, compliant recommendations across pensions, investments and protection.
The ideal candidate holds a CII Diploma in Financial Planning and has proven experience in independent financial planning delivering complex reports.
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