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Paraplanner - Wealth Planning Research; Hybrid

Job in Bristol, Bristol County, BS1, England, UK
Listing for: Ascot Lloyd
Full Time position
Listed on 2026-06-11
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst, Accounting & Finance, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Paraplanner - Wealth Planning Research (Hybrid )

Ascot Lloyd in Portishead is looking for a skilled Paraplanner to provide essential support to the Advice team, ensuring high-quality research and client suitability reporting. The ideal candidate will have experience in end-to-end paraplanning and will work to enhance client outcomes through collaboration with financial advisers.

This position offers a hybrid working environment and a range of benefits including professional development opportunities and performance recognition.

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