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Job description

We are partnered with a chartered financial planning firm who are looking to hire a Paraplanner into Cheltenham or Malvern, Worcestershire.

This is a hybrid working opportunity which will see you in working from home and office. This is a business that deals with financial planning within Investments, retirement and tax/ IHT planning so so the ideal individual will have whole of market experience.

Individuals must have the Diploma or very close to obtaining and experience as a Paraplanner.

The firm has a track record of developing Trainee Financial Planners, so if you are someone that has the desires to move into financial planning this firm will help support you to achieve this within a few years!

This is a varied role where you will be working directly with the Financial Planners, Paraplanners, admin staff with individuals being promoted from within. The client would love to see someone join the business who is good at encouraging, supportive and has a nurturing personality for the members within the trainee paraplanning team.

This role offers the following:

  • Competitive Salary
  • Discretionary Bonus
  • Exam support
  • Career development
  • 25 days holiday + bank holiday
  • Life cover
  • Company pension

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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.