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Paraplanner

IDEX Consulting

England

Hybrid

GBP 30,000 - 45,000

Full time

26 days ago

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Job summary

A respected wealth management firm seeks an experienced Paraplanner to join their Hampshire team. With a focus on supporting professional development and work-life balance, the role involves preparing documentation, ensuring compliance, and enhancing solutions for clients. This opportunity offers flexibility and growth in a reputable organization.

Qualifications

  • Experience in paraplanning is essential.
  • Level 4 Diploma qualified.
  • Strong client communication skills necessary.

Responsibilities

  • Preparing pre-approval documentation for reports.
  • Providing compliant suitability reports.
  • Gathering client information with advisers.

Skills

Preparation of documentation
Client communication
Regulatory compliance
Technology utilisation

Education

Level 4 Diploma

Job description

I'm currently working in partnership with a highly regarded wealth management firm that is looking to appoint an experienced Paraplanner to join their team in Hampshire. The firm has an excellent reputation and has a strong presence across the South West.

They offer a supportive working environment with hybrid and flexible working arrangements, making it a great opportunity for a skilled Paraplanner seeking both professional development and work-life balance. The ideal candidate will need experience working in paraplanning.


Responsibilities:

  • 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 need to be based local to Hampshire and be Level 4 Diploma qualified. If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com

Visit 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 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.

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