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Paraplanner: Detail-Focused Research & Client Reports

Job in Wolverhampton, West Midlands, WV98, England, UK
Listing for: Service Care Solutions
Full Time position
Listed on 2026-09-03
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Services
Job Description & How to Apply Below
A Financial Advisory firm in Gloucestershire is seeking a Paraplanner to support Wealth Managers and Financial Advisors. The successful candidate will prepare high-quality client reports, conduct technical research, and ensure recommendations are accurate and compliant. Experience in a similar firm and strong IT skills are essential. This permanent, full-time role offers a flexible start date and a referral bonus of £250.
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