UA-185291695-1 Paraplanner, Jobs, 181


Paraplanner - Bath, South West England

Ref: 181Monday 13 September 2021

£30,000 - £45,000

As a Paraplanner you will be working as part of a productive, high-performing team to provide full support to the Advisory team. Your role will be to offer the most efficient, professional, and effective client service possible with a high focus on quality and accuracy. Your duties would include: 

You will be Providing high-quality technical, administrative and research support to the Advisers.


Undertaking whole-of-market research as required, including investments, pensions, and protection plans

Undertaking research for asset allocation on clients’ existing portfolios, quantifying, and analysing those clients’ existing investments

Attending and contributing to meetings – both internal and external - and delivering group and individual training on topics appropriate to the role


To be considered:


The ability to produce comprehensive, accurate, and clear recommendation reports

Experience of analysing clients’ circumstances and objectives to provide suitable holistic financial advice.

Proficiency in complex report writing.

Experience liaising with third-party providers.

CII Diploma in Financial Planning (as a minimum).

Experience within Private Wealth Management.



Company discretionary bonus scheme

24 holidays (increasing to 26), plus 2 additional Christmas days off.

Company Pension scheme.

Private Healthcare

Group Income Protection.

Life Assurance.

Eye Care Scheme.

Bike to Work Scheme.

Full support with professional qualifications, including CII membership*.

Career progression available.

Wellbeing Programme.