Paraplanner - Hybrid Financial Planning & CAS Pathway
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-07-26
Listing for:
Saltus
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant
Job Description & How to Apply Below
Saltus is seeking a Paraplanner to support the Personal Advice Desk (PAD) advisers who have CAS status, including cashflow modelling and suitability reports under the Principal Financial Planner. The role is crucial for delivering high-quality financial planning and discretionary investment management.
You will contribute to case analysis, technical reviews and peer support within a collaborative, fast-paced team.
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