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Permanent

Paraplanner

IDEX Consulting Ltd
Exeter
money-bag £45000 Annual
Posted: 12 June 2026 (Yesterday)
Closing date: 12 July 2026
Ref: 3121136925

Are you an experienced Paraplanner looking for a role where your development is genuinely prioritised?We''re working exclusively with a highly respected wealth management firm that is continuing to grow across the South West. Following a number of internal promotions and ongoing expansion plans, the business is looking to appoint Paraplanners in both Bath and Exeter.This is an excellent opportunity to join a firm that actively develops its people, with clear progression routes available whether your ambitions lie in becoming a Chartered Paraplanner, or ultimately transitioning into a Financial Adviser role.Unlike many firms where progression can feel limited, this business has a proven track record of investing in its staff and promoting from within.What''s on Offer?£45,000 basic + bonusHybrid working arrangementFull support towards Chartered status and further qualificationsExposure to experienced Chartered Financial PlannersCollaborative and supportive team environmentWell-established and growing client baseClear career progression opportunitiesStructured professional development programmeOpportunity to progress into an advisory role if desiredLooking to Become a Financial Adviser?The business has invested heavily in Adviser development and succession planning, creating a genuine pathway for ambitious Paraplanners who want to move into client-facing advice.With several planned Adviser retirements over the coming years, there will be opportunities to inherit existing client ..... full job details .....

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