Paraplanner - Hybrid Working
2 days ago
Paraplanner – Bath, England, United KingdomThis is an excellent opportunity to join a leading national financial planning practice in Bath. The role provides high-quality technical support to a team of Financial Planners and their clients, with variety, professional challenge and the chance to make a real impact.ResponsibilitiesPrepare detailed, client-focused financial planning reports and recommendationsSupport Financial Planners in client meetings and annual reviewsConduct technical research across pensions, investments and tax planningEnsure all advice and documentation meet regulatory and compliance standardsManage workload effectively to support the smooth running of the teamRequirementsLevel 4 Diploma in Financial Planning (or working towards)Previous paraplanning experience within a financial planning or wealth management environmentStrong technical knowledge across pensions, investments, and tax planningExcellent attention to detail and organisational skillsA proactive, professional, and collaborative approachPackage on offerBasic salary up to £45,000Discretionary annual bonusHybrid working – 2 days in the office, 3 days from homeCompetitive company benefits package including pension, life cover, income protection, and moreOngoing professional development and exam supportThis is a fantastic opportunity to join a highly regarded firm that values its employees, offers long-term career prospects and encourages progression within the business.Additional informationLocation: Bath, England, United Kingdom #J-18808-Ljbffr
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Paraplanner Manager
1 hour ago
Bath, United Kingdom mbf. Full timeMbf are working with a national firm of Independent Financial Advisers to recruit a Paraplanner Manager. The business is well known, established & have won multiple awards, they are now seeking to recruit an experienced PP Manager to manage, coach and developa team of Paraplanners. You will work closely with the Head of Paraplanning, you will be expected to...
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Paraplanner
18 minutes ago
Bath, United Kingdom The Progress Shed Full timeParaplanner - Hybrid Bath Key Responsibilities:Writing suitability reports; preparing client review packs; managing illustration requests. The Role:Our client is seeking a Paraplanner for a critical role supporting a high-performing Adviser within a small and collaborative support team. You will be responsible for the full range of paraplanning duties,...
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Paraplanner
3 weeks ago
Bath, United Kingdom The Progress Shed Full timeParaplanner - Hybrid Bath Key Responsibilities: Writing suitability reports; preparing client review packs; managing illustration requests. The Role: Our client is seeking a Paraplanner for a critical role supporting a high-performing Adviser within a small and collaborative support team. You will be responsible for the full range of paraplanning duties,...
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Paraplanner
2 weeks ago
bath, United Kingdom The Progress Shed Full timeParaplanner - Hybrid Bath Key Responsibilities: Writing suitability reports; preparing client review packs; managing illustration requests.The Role: Our client is seeking a Paraplanner for a critical role supporting a high-performing Adviser within a small and collaborative support team. You will be responsible for the full range of paraplanning duties,...
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Paraplanner
3 weeks ago
Bath, United Kingdom The Progress Shed Full timeParaplanner - Hybrid Bath Key Responsibilities: Writing suitability reports; preparing client review packs; managing illustration requests.The Role: Our client is seeking a Paraplanner for a critical role supporting a high-performing Adviser within a small and collaborative support team. You will be responsible for the full range of paraplanning duties,...
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Paraplanner
14 hours ago
Bath, United Kingdom The Progress Shed Full timeParaplanner - Hybrid BathKey Responsibilities: Writing suitability reports; preparing client review packs; managing illustration requests.The Role: Our client is seeking a Paraplanner for a critical role supporting a high-performing Adviser within a small and collaborative support team. You will be responsible for the full range of paraplanning duties,...
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Paraplanner
1 week ago
Bath, United Kingdom The Progress Shed Full timeParaplanner - Hybrid Bath Key Responsibilities Writing suitability reports Preparing client review packs Managing illustration requests The Role Our client is seeking a Paraplanner for a critical role supporting a high-performing Adviser within a small and collaborative support team. You will be responsible for the full range of paraplanning duties, working...
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Paraplanner
3 weeks ago
Bath, United Kingdom The Progress Shed Full timeParaplanner - Hybrid BathKey Responsibilities:Writing suitability reports; preparing client review packs; managing illustration requests.Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description. The Role:Our client is seeking a Paraplanner for a critical role supporting a high-performing...
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Paraplanner
1 week ago
Bath, United Kingdom The Progress Shed Full timeParaplanner - Hybrid BathKey Responsibilities: Writing suitability reports; preparing client review packs; managing illustration requests.To be considered for an interview, please make sure your application is full in line with the job specs as found below.The Role: Our client is seeking a Paraplanner for a critical role supporting a high-performing Adviser...
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Paraplanner
2 weeks ago
Bath, United Kingdom The Progress Shed Full timeParaplanner - Hybrid BathKey Responsibilities: Writing suitability reports; preparing client review packs; managing illustration requests.To be considered for an interview, please make sure your application is full in line with the job specs as found below.The Role: Our client is seeking a Paraplanner for a critical role supporting a high-performing Adviser...
