Paraplanner

Paraplanner

Remote (Once a month in the office)

£40k to £46k

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their team on a remote role with only 1 days a week in the office (Wirral).

This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during the last 18 months.

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.