Paraplanner

IDEX Consulting; Wirral; Remote; GBP 30,000 - 45,000; Full time

Job summary

A leading Advisory group is seeking a Paraplanner to join their team in a remote position with only 1 day a week in the office. The ideal candidate will have a Level 4 Diploma and will be responsible for preparing documentation, providing client solutions, and ensuring compliance with FCA guidelines. This position offers a pathway for career progression within the advisory capacity or the paraplanning/support team.

Qualifications

• Successful candidates will be Level 4 Diploma qualified or nearing completion.
• Ability to produce accurate and compliant suitability reports is essential.

Responsibilities

• Preparing pre-approval documentation.
• Utilizing technology for client solutions.
• Providing compliant suitability reports.
• Ensuring advice documentation meets FCA guidelines.
• Gathering client information with advisers.

Skills

Client information gathering

Preparation of documentation

Technology utilization

Compliance understanding

Education

Level 4 Diploma

Job description

Overview

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.

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.

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

Qualifications

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.

Opportunity

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.