Hybrid Paraplanner - Technical Wealth Reporting & Support

IDEX Consulting; Bath; Hybrid; GBP 47,000 - 55,000; Full time

Benefits offered by this job

Hybrid working

Salary £50,000

Annual bonus

25 days annual leave

Life insurance 4x base salary

Private medical insurance

Job summary

IDEX Consulting is seeking a capable Paraplanner to join the Bath team. You will work alongside Senior Financial Advisers, delivering technical support and high-quality client service across investments, pensions, tax planning and protection.

The role offers a balance of autonomy and teamwork with hybrid working, a competitive salary, and a generous benefits package, including life cover and private medical insurance.

Qualifications

• This role requires solid paraplanning experience with strong technical knowledge.
• Excellent report writing and research skills are essential.
• Proactive, detail-oriented, and able to work closely with Advisers and clients.

Responsibilities

• Provide technical paraplanning support to Senior Financial Advisers.
• Assist with complex investment, pensions, tax planning, and protection cases.
• Prepare reports and maintain client files ensuring accuracy.

Skills

Paraplanning

Technical knowledge

Report writing

Client service

Attention to detail

Education

Diploma

Chartered status

Job description

IDEX Consulting is seeking a capable Paraplanner to join the Bath team. You will work alongside Senior Financial Advisers, delivering technical support and high-quality client service across investments, pensions, tax planning and protection.

The role offers a balance of autonomy and teamwork with hybrid working, a competitive salary, and a generous benefits package, including life cover and private medical insurance.