Full job descriptionAre 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 + 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






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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.