Paraplanner

I'm currently representing a well-regarded independent financial planning firm in Exeter. This is a fantastic opportunity for a Paraplanner with previous experience to join a highly respected, forward-thinking advice business.Given the business has office coverage across the Southwest, this person can be based in Somerset or Exeter. 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, 2 days per week in officeSalary up to 50,000Annual bonusGenerous annual leave & pension contributionLife insurance - 4x base salaryPrivate medical insuranceWhat we're looking for:Diploma qualified (level 4)Solid paraplanning experience, with strong technical knowledgeExcellent report writing and research skillsProactive, detail-oriented and confident working closely with Advisers and clientsMust be commuting distance from ExeterThis 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 View email address on click.appcast.io 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 and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.Discipline(s): Financial ServicesJob type: Flexible / Work From Home