Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Prepare documentation and compliance reports while supporting the advisory team.
- Company: Leading advisory firm in Cardiff with a strong reputation.
- Benefits: Remote work flexibility, career progression, and supportive team environment.
- Why this job: Kickstart your advisory career with clear pathways for growth and development.
- Qualifications: Level 4 Diploma qualified and able to work remotely.
- Other info: Travel to Cardiff office every four weeks for team collaboration.
The predicted salary is between 36000 - 60000 £ per year.
A leading advisory firm in Cardiff is seeking an experienced Paraplanner to join their support team. The role involves preparing documentation, compliance with FCA guidelines, and providing timely suitability reports.
Candidates should be Level 4 Diploma qualified and capable of remote work, with expected travel to the Cardiff office every four weeks. This position offers a clear pathway for progression within the advisory field.
Remote Paraplanner: Path to Advisory Role in Cardiff employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Paraplanner: Path to Advisory Role in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the advisory field and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for virtual interviews by practising common questions and showcasing your knowledge of FCA guidelines. We all know first impressions count, so make sure your tech is sorted and you’re dressed to impress, even if it’s from the waist up!
✨Tip Number 3
Showcase your skills with a portfolio! If you've got examples of suitability reports or documentation you've prepared, share them during interviews. This will demonstrate your expertise and give potential employers a taste of what you can bring to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Remote Paraplanner: Path to Advisory Role in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner and any relevant qualifications, like your Level 4 Diploma. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the advisory field and how you can contribute to our team. Keep it engaging and personal – we love to see your personality come through.
Showcase Compliance Knowledge: Since compliance with FCA guidelines is key for this role, make sure to mention any relevant experience or training you have in this area. We’re looking for candidates who understand the importance of regulations in the advisory process.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you’re well-versed in the FCA guidelines and the specifics of preparing documentation. Brush up on your knowledge of suitability reports, as you’ll likely be asked about your experience with these during the interview.
✨Showcase Your Qualifications
Since the role requires a Level 4 Diploma, be ready to discuss how your qualifications have prepared you for this position. Highlight any relevant coursework or projects that demonstrate your expertise in financial planning.
✨Remote Work Readiness
As this is a remote role, be prepared to discuss your home office setup and how you manage your time effectively. Share examples of how you’ve successfully worked remotely in the past, focusing on communication and collaboration skills.
✨Pathway to Progression
Express your enthusiasm for the clear pathway to an advisory role. Research the company’s structure and be ready to discuss how you envision your career progressing within their team, showing that you’re committed to growing with them.
