Remote Paraplanner — FCA Compliant, Growth Path

IDEX Consulting; Newport; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading Advisory group in the UK is seeking an experienced Paraplanner to join their growing support team. The role involves preparing documentation, producing accurate solutions, and ensuring compliance with FCA guidelines. Candidates should have a Level 4 Diploma and be comfortable with remote work, with occasional travel to Cardiff. This position offers a pathway for further progression within the business.

Qualifications

• Must be Level 4 Diploma qualified.
• Comfortable working in a remote role.
• Expectation to travel to Cardiff every 4 weeks.

Responsibilities

• Prepare pre-approval documentation prior to report writing.
• Utilize technology for accurate client solutions.
• Provide accurate and compliant suitability reports.
• Ensure documentation meets FCA guidelines.
• Work with the adviser to gather client information.

Skills

Preparation of pre-approval documentation

Utilizing technology for accurate solutions

Providing compliant suitability reports

Client information gathering

Understanding of FCA guidelines

Education

Level 4 Diploma

Job description

A leading Advisory group in the UK is seeking an experienced Paraplanner to join their growing support team. The role involves preparing documentation, producing accurate solutions, and ensuring compliance with FCA guidelines. Candidates should have a Level 4 Diploma and be comfortable with remote work, with occasional travel to Cardiff. This position offers a pathway for further progression within the business.