Paraplanner (Bath)

IDEX Consulting; Bath; On-site; 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

I'm currently representing a highly respected wealth management business who are looking for a Paraplanner to join their Bath team. You'll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning and protection.

What's on offer:

• Hybrid working
• Salary £50,000 (depending on experience)
• Attractive annual bonus
• 25 days annual leave/holiday trading (buy/sell)
• Life insurance - 4x base salary
• Private medical insurance

What we're looking for:

• Diploma qualified or working towards Chartered status
• Solid paraplanning experience, with strong technical knowledge
• Excellent report writing and research skills
• Proactive, detail-oriented and confident working closely with Advisers and clients

This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service.

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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.