Pension Paraplanner (Home Based)

I'm currently representing a highly respected wealth management business who are looking for a Paraplanner to join their Bath team. 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.Hybrid workingSalary 50,000 (depending on experience)Attractive annual bonus25 days annual leave/holiday trading (buy/sell)Life insurance - 4x base salaryPrivate medical insuranceWhat we're looking for:Diploma qualified or working towards Chartered statusSolid paraplanning experience, with strong technical knowledgeExcellent report writing and research skillsProactive, detail-oriented and confident working closely with Advisers and clientsThis is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service. com Visit the IDEX Consulting Ltd website for further opportunities. 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 are committed to driving conscious inclusion across our business and creating equitable pathways.Financial ServicesJob type: Flexible / Work From Home