Hybrid Paraplanner | Growth & Reports
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-07-30
Listing for:
Reed
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services
Job Description & How to Apply Below
Reed is recruiting a Paraplanner for our Bath-based Wealth Management client. This full-time, hybrid role offers £40,000 with up to 10% bonus and strong progression opportunities.
You will support advisers by compiling research, writing suitability reports, and handling technical queries while ensuring FCA compliance across client files.
Ideal candidates hold a Level 4 Diploma in Financial Planning and have solid paraplanning and report-writing experience within a team-driven environment.
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