Hybrid Wealth Paraplanner – Strategic Financial Planning in Bath

Hybrid Wealth Paraplanner – Strategic Financial Planning in Bath

Bath Full-Time No working from home possible
Dormont Manufacturing Co

RBC Wealth Management Europe is looking for a detail-oriented Wealth Paraplanner to join their team in Bath. This role requires a strong grasp of financial planning principles and involves preparing financial plans and reports for Wealth Managers.

Successful candidates will have a CII Level 4 Diploma and previous Paraplanner experience. The firm offers a supportive environment for professional development. Employees can work remotely up to one day a week depending on arrangements.

#J-18808-Ljbffr
Dormont Manufacturing Co

Contact Details:

Dormont Manufacturing Co Recruitment Team