Paraplanner

IDEX Consulting; Bath; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Hybrid working

Progression to Chartered status

Private medical insurance

Pension contribution (5%)

Death in service 4x

Critical illness cover 2x

Income protection 65%

Professional development support

Job summary

IDEX Consulting is partnering with a highly respected wealth management firm to appoint Paraplanners in Bath and Exeter where your development is genuinely prioritised. This is a rare chance to join a firm that actively promotes from within and supports progression through Chartered Paraplanner and later Financial Adviser routes.

Expect a structured development programme, mentoring and exposure to Chartered professionals, with a hybrid working arrangement and a clear career path into

Job description

Are you an experienced Paraplanner looking for a role where your development is genuinely prioritised?

We're working exclusively with a highly respected wealth management firm that is continuing to grow across the South West. Following a number of internal promotions and ongoing expansion plans, the business is looking to appoint Paraplanners in both Bath and Exeter.

This is an excellent opportunity to join a firm that actively develops its people, with clear progression routes available whether your ambitions lie in becoming a Chartered Paraplanner, or ultimately transitioning into a Financial Adviser role.

Unlike many firms where progression can feel limited, this business has a proven track record of investing in its staff and promoting from within.

What's on Offer?

• £45,000 basic + bonus
• Hybrid working arrangement
• Full support towards Chartered status and further qualifications
• Exposure to experienced Chartered Financial Planners
• Collaborative and supportive team environment
• Well-established and growing client base
• Clear career progression opportunities
• Structured professional development programme
• Opportunity to progress into an advisory role if desired

Looking to Become a Financial Adviser?

The business has invested heavily in Adviser development and succession planning, creating a genuine pathway for ambitious Paraplanners who want to move into client-facing advice.

With several planned Adviser retirements over the coming years, there will be opportunities to inherit existing client relationships and transition into an advisory role through a structured development programme.

Support includes:

• Mentoring from experienced Financial Advisers
• Exposure to client meetings and financial planning discussions
• Structured training and development plans
• Ongoing coaching from Chartered professionals
• Support throughout the transition into advice

Benefits

• 25 days holiday plus 10 bank holidays
• Generous annual bonus scheme
• 5% employer pension contribution
• Private medical insurance
• 4x death in service
• 2x critical illness cover
• 65% income protection
• Ongoing professional qualification support

This is more than just a paraplanning role. It's an opportunity to join a business with a genuine commitment to employee development, technical excellence and long term career progression.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.