Paraplanner

IDEX Consulting; Wirral; On-site; GBP 60,000 - 80,000; Full time

Job summary

Join a leading advisory group as a Paraplanner in a vibrant Newcastle team, where your skills in preparing compliance documentation and utilizing technology to create accurate client solutions will be highly valued. This role offers a fantastic opportunity for growth, with a clear pathway to advance into advisory positions or senior roles within the paraplanning team. If you are Level 4 Diploma qualified or close to completion, and are eager to contribute to a successful growth strategy, this position is perfect for you. Embrace a rewarding career in a supportive environment that prioritizes professional development.

Qualifications

• Level 4 Diploma qualified or nearing completion required.
• Strong compliance knowledge essential for suitability reports.

Responsibilities

• Prepare pre-approval documentation and suitability reports.
• Ensure compliance with FCA guidelines in all advice documentation.

Skills

Pre-approval documentation preparation

Technology utilization for client solutions

Compliance with FCA guidelines

Client information gathering

Education

Level 4 Diploma

Job description

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Newcastle based team.

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.