Remote Paraplanner

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 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.