Junior Paraplanner in Bath

Junior Paraplanner in Bath

Bath Full-Time No working from home possible
Eden Rose Careers

Junior Paraplanner

Bath | Hybrid

Β£35,000–£40,000 + Excellent Benefits

An established and growing Chartered Financial Planning firm is looking to recruit a Junior Paraplanner to join its expanding team in Bath.

This is a great opportunity for someone who has started their Paraplanning career and is looking to take the next step, with genuine development and progression available within the business.

The Opportunity

You'll work alongside experienced Paraplanners and Financial Planners, supporting the preparation of client reports, research and technical work while continuing to develop your Paraplanning knowledge and skills.

This would suit someone who may not yet be at fully-fledged Paraplanner level but has the right experience, attitude and potential to progress. There is also a genuine pathway into a Financial Adviser role longer term, with previous Paraplanners progressing internally.

What We're Looking For

  • Previous experience within Financial Planning, Paraplanning.
  • Some financial planning exams completed, or actively working towards Level 4 Diploma
  • Full Diploma Level 4 is advantageous
  • Strong attention to detail and willingness to learn
  • Good communication and organisational skills
  • A positive, team-focused approach and genuine interest in developing within Financial Planning

What's on Offer

  • Β£35,000–£40,000 salary, potentially further flexibility
  • Hybrid working
  • Genuine progression and development opportunities
  • Potential long-term pathway into a Financial Adviser role
  • Supportive team environment with experienced Financial Planners and Paraplanners
  • Opportunity to build your technical knowledge and progress your qualifications
  • Growing business with strong long-term career prospects

If you're an aspiring Paraplanner looking for a business that will invest in your development and give you the opportunity to progress, we'd love to hear from you.

Junior Paraplanner in Bath employer: Eden Rose Careers

As a Senior IFA Administrator at our Gatwick office, you will join a dynamic team that values collaboration and professional growth. We offer a hybrid working model, competitive salary, and a supportive work culture that prioritises employee development and regulatory compliance. With opportunities for continuous improvement and process enhancement, you'll play a crucial role in delivering exceptional client service while enjoying the benefits of a flexible work environment.

Eden Rose Careers

Contact Details:

Eden Rose Careers Recruitment Team