Paraplanner

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:

1. Preparing pre-approval documentation prior to report writing
2. Utilising all technology to produce accurate solutions for clients
3. Providing accurate, timely and compliant suitability reports
4. Ensuring all advice documentation is compliant according to FCA guidelines
5. 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:

1. Up to 30 days annual leave + bank holidays
2. 10% bonus
3. Flexible and hybrid working
4. Private medical insurance
5. Healthcare cash plan
6. 5% employer pension contribution
7. 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.