Eden Rose
Paraplanner
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Job Ref
90676
Location
Bath
Salary
£40,000 - £50,000 Per Annum
Employment Type
Permanent
Location: Bath, Somerset
Type: Permanent
Job #90676
Salary: £40,000 - £50,000 Per Annum
Paraplanner
Salary: Up to £50,000 + Bonus
Location: Bath City Centre (Hybrid)
A growing and ambitious financial planning firm is looking to appoint an experienced Paraplanner to support its expanding adviser team.
This is a unique opportunity to join a business at an exciting stage of growth, where you will play a key role in shaping the paraplanning function as the firm continues to scale. The position offers genuine long-term progression, with opportunities to move into senior and leadership responsibilities as the team develops.
Working closely with advisers, you will be responsible for delivering high-quality technical support across a broad range of complex client cases, helping to ensure advice is suitable, compliant, and tailored to client objectives.
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Key Responsibilities
- Preparing detailed suitability reports and recommendation letters
- Conducting technical research across pensions, investments, protection, and estate planning
- Producing cashflow modelling and financial planning analysis
- Supporting advisers with complex client cases and financial planning strategies
- Ensuring advice files meet regulatory and compliance standards
- Liaising with providers and investment managers where required
- Contributing to the ongoing development of paraplanning processes and best practice
Requirements
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- DipPFS / Level 4 qualified as a minimum
- Proven paraplanning experience within a financial planning environment
- Strong suitability report writing experience
- Ability to manage complex cases independently
- Excellent technical knowledge across pensions, investments, and protection
- Strong attention to detail and organisational skills
Apply
If you are an experienced Paraplanner looking to join a growing firm where you can genuinely influence and develop the paraplanning function, we’d be keen to hear from you.
Please apply with your CV for consideration.
If this role isn’t quite right, we work with a range of Financial Planning and Wealth Management firms across the South West, so feel free to get in touch for a confidential discussion.
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