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Job description

Are you a seasoned Paraplanner seeking an exciting opportunity to contribute your expertise to a dynamic financial services team? An esteemed UK-based wealth management firm, renowned for its commitment to personalised wealth management solutions, is currently seeking a Paraplanner to join their team in Bath on a permanent basis.

As a Paraplanner with us, you will play a pivotal role in supporting our Financial Planning team by leveraging your comprehensive understanding of core financial planning solutions. Your responsibilities will include crafting robust financial plans, providing guidance to junior team members, and collaborating closely with our administration team to ensure the seamless processing of new and existing business.

To thrive in this role, you must possess a CII Level 4 Diploma in Regulated Financial Planning or equivalent, coupled with previous experience as a Paraplanner. Your exceptional communication skills, coupled with a keen eye for detail, will be instrumental in building strong relationships with colleagues and clients alike. Additionally, your ability to effectively prioritise tasks and meet deadlines in a fast-paced environment will be essential.

At our firm, we pride ourselves on fostering a culture of diversity and inclusion. We are committed to creating a supportive environment where individuals from all backgrounds can thrive and succeed.


Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.