Remote Paraplanner — Path to Advisory Role

IDEX Consulting Ltd; Remote; GBP 35,000 - 50,000; Full time

Job summary

A leading Advisory group is seeking an experienced Paraplanner to join their growing support team in Bath, UK. Responsibilities include preparing documentation, ensuring compliance with FCA guidelines, and collaborating with advisers. The ideal candidate will hold a Level 4 Diploma and be comfortable in a remote role, with travel to Cardiff every 4 weeks. This position offers a pathway to progress within the paraplanning or advisory teams.

Qualifications

• Level 4 Diploma qualified.
• Comfortable in a remote working environment.
• Experience within an acquisitive IFA business is beneficial.

Responsibilities

• Preparing pre‑approval documentation prior to report writing.
• Utilising technology to produce accurate solutions for clients.
• Providing accurate and compliant suitability reports.
• Ensuring all advice documentation complies with FCA guidelines.
• Gathering sufficient client information.

Skills

Experience in paraplanning

Attention to detail

Knowledge of FCA guidelines

Education

Level 4 Diploma

Job description

A leading Advisory group is seeking an experienced Paraplanner to join their growing support team in Bath, UK. Responsibilities include preparing documentation, ensuring compliance with FCA guidelines, and collaborating with advisers. The ideal candidate will hold a Level 4 Diploma and be comfortable in a remote role, with travel to Cardiff every 4 weeks. This position offers a pathway to progress within the paraplanning or advisory teams.