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Paraplanner
IDEX Consulting
Cardiff
Hybrid
GBP 30,000 - 50,000
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Job summary
Join a leading Advisory group as a Paraplanner in a dynamic environment focused on growth and client satisfaction. This role offers a clear pathway for career progression, whether towards an Advisory position or a senior role within the paraplanning team. You will be responsible for preparing essential documentation, ensuring compliance with FCA guidelines, and utilizing technology to deliver precise solutions for clients. With a commitment to professional development and a supportive workplace culture, this opportunity is perfect for those looking to advance their careers in financial services.
Benefits
Up to 30 days annual leave + bank holidays
10% bonus
Flexible and hybrid working
Private medical insurance
Healthcare cash plan
5% employer pension contribution
Study support to develop and progress
Qualifications
- Level 4 Diploma qualified or nearing completion.
- Strong understanding of FCA guidelines and compliance.
Responsibilities
- Prepare pre-approval documentation before report writing.
- Provide accurate and compliant suitability reports.
Skills
Pre-approval documentation preparation
Client suitability reporting
FCA compliance knowledge
Client information gathering
Education
Level 4 Diploma
Tools
Technology for client solutions
Job description
IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join the following locations - Cheltenham, Cardiff, Arundel.
This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024.
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 or nearing completion of.
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.
Perks:
- Up to 30 days annual leave + bank holidays
- 10% bonus
- Flexible and hybrid working
- Private medical insurance
- Healthcare cash plan
- 5% employer pension contribution
- Study support to develop and progress
If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com.
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