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Permanent

Paraplanner (Bath)

Bath
money-bag 50000.00-50000.00 Annual
3161807752
Posted Yesterday

I''m currently representing a highly respected wealth management business who are looking for a Paraplanner to join their Bath team. You''ll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning and protection. What''s on offer: Hybrid working Salary £50,000 (depending on experience) Attractive annual bonus 25 days annual leave/holiday trading (buy/sell) Life insurance - 4x base salary Private medical insurance What we''re looking for: Diploma qualified or working towards Chartered status Solid paraplanning experience, with strong technical knowledge Excellent report writing and research skills Proactive, detail-oriented and confident working closely with Advisers and clients This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service. If you''re ready to take the next step in your paraplanning career, apply today via 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 ..... full job details .....

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