Remote Paraplanner

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

Job summary

A leading Advisory group is seeking an experienced Paraplanner to join their support team in Bristol. The successful candidate will be responsible for preparing documentation, ensuring compliance, and utilizing technology for client solutions. This role offers a pathway for progression within the company and requires Level 4 Diploma qualification. Remote work is possible with periodic travel to Cardiff.

Qualifications

• Level 4 Diploma qualified.
• Comfortable in a remote role with occasional travel.

Responsibilities

• Prepare pre-approval documentation before report writing.
• Produce accurate solutions utilizing technology.
• Provide timely and compliant suitability reports.
• Ensure advice documentation complies with FCA guidelines.
• Work with advisers to gather client information.

Skills

Preparing pre-approval documentation

Utilising technology for solutions

Providing compliant suitability reports

Client information gathering

Education

Level 4 Diploma

Job description

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.

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 and comfortable working in a remote role. There will be an expectation to travel to the central offices based in Cardiff every 4 weeks.

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.

Experience within an acquisitive IFA business is beneficial.

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.