At a Glance
- Tasks: Support Senior Financial Advisers and deliver exceptional client service in a collaborative team.
- Company: Join a respected wealth management team at IDEX Consulting Ltd in Bath.
- Benefits: Enjoy a competitive salary, annual bonus, 25 days leave, and private medical insurance.
- Other info: Be part of a supportive environment with opportunities for professional growth.
- Why this job: Make a real difference in clients' financial journeys while working in a hybrid role.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 50000 - 50000 £ per year.
IDEX Consulting Ltd in Bath is seeking a Paraplanner to join a respected wealth management team.
You’ll work alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client service in a collaborative, supportive environment.
The role offers hybrid working, a salary of £50,000 (dependent on experience), with an attractive annual bonus, 25 days leave, life insurance and private medical insurance.
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Wealth Paraplanner: Hybrid Role, Client-Focused Support in Bath employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
