At a Glance
- Tasks: Support Senior Financial Advisers with technical wealth reporting and client service.
- Company: IDEX Consulting, a dynamic firm in the financial sector.
- Benefits: Competitive salary, life cover, private medical insurance, and hybrid working.
- Other info: Enjoy a blend of autonomy and teamwork in a thriving environment.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong communication skills.
The predicted salary is between 29700 - 36300 £ per year.
IDEX Consulting is seeking a capable Paraplanner to join the Bath team.
You will work alongside Senior Financial Advisers, delivering technical support and high-quality client service across investments, pensions, tax planning and protection.
The role offers a balance of autonomy and teamwork with hybrid working, a competitive salary, and a generous benefits package, including life cover and private medical insurance.
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Hybrid Paraplanner - Technical Wealth Reporting & Support in Bath employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
