Paraplanner | Bath or Exeter / Hybrid
£45,000 basic salary + bonus
Career Progression | Chartered Support | Adviser Pathway Available
Are you an experienced Paraplanner looking for a role where your development is genuinely prioritised?
We’re working 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 + bonus
- Hybrid working arrangement
- Full support towards Chartered status and further qualifications
- Exposure to experienced Chartered Financial Planners
- Collaborative and supportive team environment
- Well-established and growing client base
- Clear career progression opportunities
- Structured professional development programme
- Opportunity to progress into an advisory role if desired
Looking 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 relationships and transition into an advisory role through a structured development programme.
Support includes:
- Mentoring from experienced Financial Advisers
- Exposure to client meetings and financial planning discussions
- Structured training and development plans
- Ongoing coaching from Chartered professionals
- Support throughout the transition into advice
Benefits
- 25 days holiday plus 10 bank holidays
- Generous annual bonus scheme
- 5% employer pension contribution
- Private Medical Insurance
- 4x Death in Service
- 2x Critical Illness Cover
- 65% Income Protection
- Ongoing professional qualification support
This is more than just a Paraplanning role. It’s an opportunity to join a business with a genuine commitment to employee development, technical excellence, and long term career progression.
For a confidential discussion, please get in touch at Samantha.Durbridge@idexconsulting.com
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