Senior Paraplanner – Remote with FCA‑Compliant Reports

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

Job summary

A leading advisory group in the United Kingdom is seeking a Paraplanner to join their remote team, requiring just one day in the office each month in Wirral. The successful candidate will gather client information, prepare documentation, and ensure compliance with FCA guidelines while utilizing technology to produce accurate solutions. Candidates should be Level 4 Diploma qualified or nearing completion. This is part of a growth strategy that has seen significant success over the past 18 months.

Qualifications

• Level 4 Diploma qualified or nearing completion.

Responsibilities

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

Skills

Pre-approval documentation preparation

Utilising technology for solutions

Providing compliant suitability reports

Ensuring FCA compliance

Client information gathering

Education

Level 4 Diploma

Job description

A leading advisory group in the United Kingdom is seeking a Paraplanner to join their remote team, requiring just one day in the office each month in Wirral. The successful candidate will gather client information, prepare documentation, and ensure compliance with FCA guidelines while utilizing technology to produce accurate solutions. Candidates should be Level 4 Diploma qualified or nearing completion. This is part of a growth strategy that has seen significant success over the past 18 months.