Paraplanner (Financial Services)

7 days ago


Bath, Bath and North East Somerset, United Kingdom Meraki Talent Ltd Full time £45,000
About the Role

We are partnering with a leading UK-wide Financial Services firm to recruit an experienced Paraplanner to their team in Bath. This is a full-time, permanent opportunity offering a salary of £45,000 depending on experience and a hybrid working model.

Key Responsibilities
  • Meet with a group of financial planners to discuss and share meaningful content
  • Carry out technical research and analysis to support financial planning
Requirements
  • Technical background with strong attention to detail and a hands-on approach
  • Qualified to Diploma in Financial Planning (DipPFS) or level 4 equivalent
  • Desire to progress to Chartered status
What You'll Be Working On
  • Paraplanning
  • Level 4
  • DipPFS
  • Suitability Reports
  • Clients
  • Financial Planning

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