Paraplanner to Financial Adviser (Hybrid)

IDEX Consulting; Bath; Hybrid; GBP 40,000 - 48,000; Full time

Benefits offered by this job

Annual bonus

Private medical insurance

5% employer pension contribution

4x salary death-in-service

2x salary critical illness cover

65% income protection

Hybrid/flexible working

Established client bank

Dedicated support and career progress

Job summary

IDEX Consulting represents a national financial advice business recruiting an Associate Financial Adviser to join its Bath team. This is a strong move for an experienced Paraplanner aiming to transition into financial advice, or for Advisers seeking a supportive, client-focused environment.

The role is desk-based with minimal travel, backed by experienced Paraplanners and Adviser Support. The package includes up to £44,000 basic salary, annual bonus, private medical insurance, pension

Qualifications

• Level 4 Diploma in Regulated Financial Planning.
• Experience providing regulated advice or strong paraplanning to transition into advice.
• Knowledge across pensions, investments and protection.
• Excellent communication and relationship-building skills.

Skills

Communication skills

Relationship building

Pensions knowledge

Investments knowledge

Education

Level 4 Diploma in Regulated Financial Planning

Job description

IDEX Consulting represents a national financial advice business recruiting an Associate Financial Adviser to join its Bath team. This is a strong move for an experienced Paraplanner aiming to transition into financial advice, or for Advisers seeking a supportive, client-focused environment.

The role is desk-based with minimal travel, backed by experienced Paraplanners and Adviser Support. The package includes up to £44,000 basic salary, annual bonus, private medical insurance, pension