Junior Paraplanner / Paraplanner Admin

IDEX Consulting

  • USA
  • Permanent
  • Full-time
  • 2 days ago
I'm working with a successful and expanding wealth management firm in Taunton who are looking to bring a Junior Paraplanner into their growing team.This is an excellent opportunity for someone with experience in financial services administration who is looking to take the next step in their career. The firm prides itself on offering a supportive and professional environment, with clear progression opportunities.What makes this role stand out is the structured development on offer:
  • Hands-on mentoring and training from experienced paraplanners
  • Full support with professional exams to achieve Level 4 Diploma
  • Exposure to both paraplanning and administrative duties
Requirements:
  • Experience in financial services client administration
  • Ideally, some paraplanning exposure/experience (advantageous but not essential)
If you'd like to find out more about this opportunity, please send your CV toVisit 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 MissionAt 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.

IDEX Consulting