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Job description

Considering applications from a variety of locations across the South West.

We are looking to hear from near qualified or diploma qualified Paraplanners who have experience of working with technical reports and looking to join a firm that offers something slightly different to your typical paraplanning role!

If you would like to be working one on one with an award winning financial planner, would like to be a part of client meetings, and not be restricted to your office desk this could be the role for you!

This firm take a holistic approach to financial planning, providing a comprehensive financial plan for their clients, so your knowledge, expertise and insight will be highly valued.

Benefits include:

  • Flexible Working
  • Hyrbid working - 3 days in the office
  • 26 days + bank holiday and your birthday off and the option to purchase up to 5 more
  • Additional staff discounts

For more information on this Paraplanning role with a firm with offices across the South West Please click apply!

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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.