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Paraplanner Wealth Management | Client-Centric Planning
Job in
Swansea, Swansea County, SA1, Wales, UK
Listed on 2026-02-16
Listing for:
Nelson Scott
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Birmingham is seeking a skilled Paraplanner to join their team. The successful candidate will provide essential support to Senior Advisors, prepare suitability reports, conduct technical research, and ensure a positive client experience. Candidates should hold a Level 4 qualification in Financial Planning and demonstrate strong communication skills. This full-time position offers benefits like private medical insurance and pension contributions.
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