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Wealth Paraplanner — Support Advisers
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-09-02
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-09-02
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
IDEX Consulting Ltd is representing a highly respected wealth management business seeking a Paraplanner to join their Bath team. You’ll work alongside senior financial advisers, providing technical support and delivering excellent client service.
The role involves complex cases across investments, pensions, tax planning and protection, with a mix of autonomy and collaboration. Bath-based, on-site, salary around £50,000 with a generous bonus and benefits.
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