Senior Paraplanner: Wealth Planning & Client Impact
Job in
Bradford, West Yorkshire, EX22, England, UK
Listed on 2026-08-22
Listing for:
J A McGlynn
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst, Wealth Management
Job Description & How to Apply Below
J A McGlynn is seeking two experienced Paraplanners to join a global Wealth & Investment Management business, offering £55–£65k dependent on experience. The role provides client-facing exposure with opportunities for progression into Advising or management, and strong long-term development potential.
Responsibilities include wealth planning for UK & international clients, ensuring compliant fee advice, preparing suitability reports, cash flow analysis, and supporting advisers with technical
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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