Paraplanner

IDEX Consulting; York and North Yorkshire; Remote; GBP 30,000 - 45,000; Full time

Job summary

A leading Advisory group in the UK seeks an experienced Paraplanner to join their support team. This remote role involves preparing documentation, ensuring compliance with FCA guidelines, and utilizing technology to provide accurate client solutions. Opportunities for career advancement into advisory or senior paraplanning roles are available.

Qualifications

• Level 4 Diploma qualified.
• Comfortable working in a remote role.
• Able to travel to Newcastle office every 4 weeks.

Responsibilities

• Prepare pre-approval documentation before report writing.
• Utilize technology to produce accurate solutions for clients.
• Provide accurate and compliant suitability reports.
• Ensure all documentation complies with FCA guidelines.
• Gather client information with the adviser.

Skills

Level 4 Diploma qualification

Experience in IFA business

Technology proficiency

Job description

Overview

IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team.

This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across the UK.

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

Requirements

• Level 4 Diploma qualified
• Comfortable working in a remote role
• Travelling to the central offices based in Newcastle every 4 weeks
• Experience within an acquisitive IFA business is beneficial

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.

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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.