Paraplanner: Path to Chartered Status & Adviser Career

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

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