Location: Bath or Cheltenham
Salary: Up to £38,000
Sector: Financial Services
Type: Permanent
Reference: SGG-0038

We are looking for a diploma qualified Paraplanner to join a progressive, friendly, independent financial services firm, based in either their Bath or Cheltenham office.

You must be able to demonstrate a good understanding of the financial planning process and be prepared to go above and beyond for the financial planners and clients.  You should be competent at prioritising your workload, have an exceptional eye for detail and ideally possess the ability to manage and complete projects.

The ideal candidate will champion exceptional service, be commercially minded and adaptable.

Responsibilities will include report writing, research and analysis of investment funds, accurate maintenance of client records and the preparation of financial plans.  You will be expected to undertake regular training to help you progress, develop and maintain your knowledge.

There is some flexibility around location – the position is office based in either Bath or Cheltenham.

Competitive salary and benefits.

A full job description can be found here

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Get in Touch


0117 428 6388
07711 622 676

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Skilling Gate Group Limited
St Nicholas House
31-34 High Street
Bristol BS1 2AW