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- Tasks: Prepare documentation and create compliant reports for clients using the latest technology.
- Company: Join a leading Advisory group focused on growth and innovation.
- Benefits: Remote work, competitive salary, and clear career progression opportunities.
- Why this job: Be part of a dynamic team and make a real impact in financial advisory.
- Qualifications: Level 4 Diploma qualified with experience in paraplanning.
- Other info: Embrace a culture of diversity, equity, and inclusion while advancing your career.
The predicted salary is between 36000 - 60000 £ per year.
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 2025 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.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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Remote Paraplanner employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and advisory sectors. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for virtual interviews by setting up a professional backdrop and testing your tech. We want you to shine, so practice common interview questions and have your achievements ready to share!
✨Tip Number 3
Showcase your skills! Create a portfolio of your work or case studies that highlight your experience as a Paraplanner. This will give potential employers a clear picture of what you bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Remote Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your Level 4 Diploma and any relevant experience in preparing documentation and compliance. We want to see how your skills match what we're looking for!
Showcase Your Tech Skills: Since we utilise technology to produce accurate solutions, mention any software or tools you’re familiar with. This will show us that you can hit the ground running and help our clients effectively.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, especially when it comes to compliance and suitability reports. Make it easy for us to see your strengths!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you’re well-versed in the key responsibilities of a Paraplanner. Brush up on preparing pre-approval documentation and producing compliant suitability reports. Familiarity with FCA guidelines will definitely give you an edge!
✨Showcase Your Tech Skills
Since this role involves utilising technology to create accurate solutions, be ready to discuss the tools and software you’ve used in the past. Highlight any experience with financial planning software or CRM systems that can help streamline processes.
✨Demonstrate Your Client Focus
Prepare examples of how you’ve gathered client information effectively in previous roles. Show that you understand the importance of client relationships and how your work supports advisers in delivering top-notch service.
✨Embrace the Remote Work Culture
As this is a remote position, be prepared to discuss how you manage your time and stay productive while working from home. Share any strategies you use to maintain communication with your team and ensure compliance in your work.
