Hybrid Paraplanner: Technical Financial Planning
Job in
Yeovil, Somerset County, BA20, England, UK
Listed on 2026-06-07
Listing for:
Old Mill
Full Time
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Financial Reporting, Financial Services
Job Description & How to Apply Below
Old Mill is seeking a technically strong Paraplanner to join our Wealth Management team in Yeovil. This role focuses on analysis, calculation, and structured financial planning, working closely with Financial Planners to provide clear and accessible client advice.
Key responsibilities include analysing client information, producing suitability reports, and creating robust financial strategies. Ideal candidates will have experience in technical planning and a diploma in Regulated Financial Planning. We offer a hybrid working model and support professional growth.
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