Paraplanner - Hybrid Bath: Reports & Illustrations

A leading financial advisory firm in Bath is looking for a Paraplanner to support a high-performing Adviser. The role involves writing suitability reports, preparing client review packs, and managing illustration requests. Ideal candidates will thrive in a dynamic and collaborative team environment. This hybrid position offers a flexible work schedule and is integral to the success of the client advisory process. #J-18808-Ljbffr