Wealth Paraplanner: Private Client Planning Expert
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-07-30
Listing for:
Royal Bank Of Canada>
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Analyst, Wealth Management, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Royal Bank of Canada Bath is seeking a Wealth Paraplanner to support Wealth Managers with detailed financial planning, reports and recommendations.
You will analyse client aims and needs to construct solutions and help advisors communicate these to clients. The role emphasises collaboration, high-quality technical support, and guidance to junior team members within a client‑facing wealth management environment.
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