Paraplanner

IDEX Consulting Ltd; England; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading advisory group in the United Kingdom is seeking a Paraplanner to join their remote team, requiring just one day in the office each month in Wirral. The successful candidate will gather client information, prepare documentation, and ensure compliance with FCA guidelines while utilizing technology to produce accurate solutions. Candidates should be Level 4 Diploma qualified or nearing completion. This is part of a growth strategy that has seen significant success over the past 18 months.

Qualifications

• Level 4 Diploma qualified or nearing completion.

Responsibilities

• Prepare pre-approval documentation prior to report writing.
• Utilise all technology to produce accurate solutions for clients.
• Provide accurate, timely and compliant suitability reports.
• Ensure all advice documentation is compliant according to FCA guidelines.
• Work with the adviser to gather sufficient client information.

Skills

Pre-approval documentation preparation

Utilising technology for solutions

Providing compliant suitability reports

Ensuring FCA compliance

Client information gathering

Education

Level 4 Diploma

Job description

Paraplanner

Remote (Once a month in the office in Wirral). IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their team on a remote role with only 1 day a week in the office (Wirral). This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during the last 18 months.

Duties include:

• Preparing pre-approval documentation prior to report writing
• Utilising all technology to produce accurate solutions for clients
• Providing accurate, timely and compliant suitability reports
• Ensuring all advice documentation is compliant according to FCA guidelines
• Working with the adviser to gather sufficient client information

The successful candidate will be Level 4 Diploma qualified or nearing completion of.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Administrative and Analyst
• Industries: Financial Services, Investment Management, and Investment Banking