Paraplanner

JR United Kingdom; Reading; Hybrid; GBP 40,000 - 48,000; Full time

Job summary

Une entreprise de conseil prestigieuse recherche un Paraplanner pour ses bureaux à Reading et Borehamwood. Le rôle offre une rémunération compétitive, des opportunités de progression vers des capacités de conseil, et des conditions de travail flexibles. Les candidats doivent être qualifiés au niveau 4 ou presque, avec une attention particulière à la conformité et à la préparation des documents.

Benefits

Jusqu'à 30 jours de congés annuels + jours fériés

Bonus de 10%

Travail flexible et hybride

Assurance médicale privée

Soutien à l'étude pour se développer et progresser

Qualifications

• Diplôme niveau 4 ou près de l'achèvement requis.
• Capacité à préparer des documents pré-approuvés.
• Doit être capable de produire des rapports de conformité.

Responsibilities

• Préparer la documentation pré-approbation avant la rédaction des rapports.
• Utiliser la technologie pour produire des solutions précises pour les clients.
• Assurer que la documentation respecte les directives FCA.

Skills

Compliance

Documentation

Client Information Gathering

Education

Level 4 Diploma

Job description

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Up to £48,000 salary + discretionary bonus

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Reading or Borehamwood offices! Part qualified individuals will be considered. This will be a hybrid working opportunity once training has been completed seeing you WFH twice a week.

This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024.

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.

The business offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team.

Benefits include:

• Up to 30 days annual leave + bank holidays
• 10% bonus
• Flexible and hybrid working
• Private medical insurance
• Study support to develop and progress

If this Paraplanning role in Reading or Borehamwood paying up to £48,000 sounds like it could be for you, and you would like some more information please send your CV to [emailprotected]