Paraplanner jobs in Somerset

Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: - Suitability Reports:Prepare detailed, accurate, and compliant suitability reports and...

Introduction Are you a Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we’re passionate about helping people build a better relationship with their wealth and we’re looking for someone like you to help us deliver on that mission. We’re excited to be expanding our presence and as part of this growth, we’re...

A leading financial services company in Bath is seeking an experienced Paraplanner to join their team. The role involves preparing detailed financial plans, conducting research across investments and pensions, and providing guidance to junior team members. The ideal candidate will have a strong understanding of financial planning principles and must possess a CII Level 4 Diploma or equivalent....

You will also play a key part in supporting, guiding, and developing more junior team members, contributing to a knowledgeable and cohesive paraplanning function. Responsibilities of the Paraplanner: Research, prepare, and produce detailed financial planning reports across investments, pensions, trusts, and later-life planning.

Paraplanner Bath, hybrid £30,000 - £45,000 We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial well being. As a Paraplanner based in their Bath office, you'll play a key...

You will be working alongside our existing client team, suppor...

Join to apply for the Paraplanner role at Chase de Vere Medical Researching and analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity...

A growing wealth management firm is looking for a Financial Administrator / Paraplanner to join their team in Weston-super-Mare. This role involves supporting advisers with client relationships and advice processes. The ideal candidate should have experience in financial services and strong organisational skills. This position offers a salary between £31,000 and £40,000, along with opportunities...

Location Bath Salary £30000 - £45000 TypePermanent WorkplaceHybrid Ref89223 Recruiter Managing This Role Paraplanner Bath, hybrid £30,000 £45,000 We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients goals, values, and life circumstances to create tailored, practical strategies that help people...

Job description IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during due to acquisitions across the UK. Duties include; Preparing pre-approval documentation prior to report...

Job Description Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: - Suitability Reports:Prepare detailed, accurate, and compliant suitability...

Are you an experienced Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we’re passionate about helping people build a better relationship with their wealth and we’re looking for someone like you to help us deliver on that mission. We’re excited to be expanding our presence and as part of this growth, we’re...

A financial services firm in Bath is seeking an Entry-level Paraplanner to research financial planning arrangements and analyze market trends. Candidates must have a minimum of 2 years' experience in paraplanning and relevant financial planning qualifications. The role involves conducting investment portfolio analysis, writing technical reports, and ensuring compliance with regulations. Offers a...

A growing wealth management firm is seeking a Financial Administrator / Paraplanner for their Weston-super-Mare office. The role focuses on supporting advisers in managing client relationships and advice processes. Ideal candidates will have experience in financial services and excellent organisational skills. This position offers a competitive salary between £31,000 and £40,000, along with...

A wealth management firm in Bath is seeking a Paraplanner to support advisers in delivering exceptional financial planning services. The role requires expertise in preparing research and crafting detailed compliance reports. Candidates should be Level 4 Diploma qualified or working towards it, with paraplanning experience in an advisory setting. The position offers a salary range of £30,000 -...

You will analyse our clients' aims and needs to construct solutions as a tool for advisors to communicate to clients.

You will provide guidance to more junior team members and support senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team.

Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. Applying for this role is straight forward Scroll down and click on Apply to be considered for this position. The Role Key...

Introduction Are you a Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we’re passionate about helping people build a better relationship with their wealth and we’re looking for someone like you to help us deliver on that mission. We’re excited to be expanding our presence and as part of this growth, we’re...

An independent financial advisory firm is seeking an experienced Paraplanner to support their team of Advisors. This role involves preparing detailed suitability reports, supporting client annual reviews, and conducting technical research on financial products. Strong communication skills and previous paraplanning experience are essential. The firm offers hybrid working arrangements, with a...

A financial advisory firm is seeking an experienced Paraplanner to support their team of Advisors. The role focuses on preparing detailed suitability reports, assisting with client annual reviews, and conducting research on financial products. Strong communication skills and past experience in paraplanning are crucial. The firm encourages hybrid working, requiring office presence at least 3 days...