Paraplanner - Hybrid Working

mbf; Bath; Hybrid; GBP 40,500 - 49,500; Full time

Benefits offered by this job

Discretionary annual bonus

Competitive company benefits package

Ongoing professional development and exam support

Job summary

A leading national financial planning practice in Bath seeks a Paraplanner to provide high-quality technical support to Financial Planners and clients. The role offers a salary up to £45,000, a discretionary bonus, and a competitive benefits package, including hybrid working. Ideal candidates have a Level 4 Diploma in Financial Planning and previous paraplanning experience.

Qualifications

• Level 4 Diploma in Financial Planning (or working towards).
• Previous paraplanning experience in financial planning.
• Strong technical knowledge across pensions, investments, and tax planning.

Responsibilities

• Prepare detailed, client-focused financial planning reports.
• Support Financial Planners in client meetings.
• Conduct technical research across pensions, investments, and tax.

Skills

Strong technical knowledge across pensions

Attention to detail

Organisational skills

Collaboration

Professionalism

Education

Level 4 Diploma in Financial Planning

Job description

Paraplanner – Bath, England, United Kingdom

This 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.

Responsibilities

• Prepare detailed, client-focused financial planning reports and recommendations
• Support Financial Planners in client meetings and annual reviews
• Conduct technical research across pensions, investments and tax planning
• Ensure all advice and documentation meet regulatory and compliance standards
• Manage workload effectively to support the smooth running of the team

Requirements

• Level 4 Diploma in Financial Planning (or working towards)
• Previous paraplanning experience within a financial planning or wealth management environment
• Strong technical knowledge across pensions, investments, and tax planning
• Excellent attention to detail and organisational skills
• A proactive, professional, and collaborative approach

Package on offer

• Basic salary up to £45,000
• Discretionary annual bonus
• Hybrid working – 2 days in the office, 3 days from home
• Competitive company benefits package including pension, life cover, income protection, and more
• Ongoing professional development and exam support

This 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 information

Location: Bath, England, United Kingdom