Remote Paraplanner: Path to Advisory Role

IDEX Consulting; Cardiff; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading advisory firm in Cardiff is seeking an experienced Paraplanner to join their support team. The role involves preparing documentation, compliance with FCA guidelines, and providing timely suitability reports. Candidates should be Level 4 Diploma qualified and capable of remote work, with expected travel to the Cardiff office every four weeks. This position offers a clear pathway for progression within the advisory field.

Qualifications

• Level 4 Diploma qualified.
• Experience within an acquisitive IFA business is beneficial.
• Comfortable in a remote role with travel expectations.

Responsibilities

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

Skills

Level 4 Diploma

Experience in a financial advisory setting

FCA compliance knowledge

Utilization of technology for solutions

Education

Level 4 Diploma

Job description

A leading advisory firm in Cardiff is seeking an experienced Paraplanner to join their support team. The role involves preparing documentation, compliance with FCA guidelines, and providing timely suitability reports. Candidates should be Level 4 Diploma qualified and capable of remote work, with expected travel to the Cardiff office every four weeks. This position offers a clear pathway for progression within the advisory field.