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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 pathways for career progression.
- 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 answering common paraplanning questions with confidence!
✨Tip Number 3
Showcase your skills! Create a portfolio of your best work, including suitability reports and documentation. This will help you stand out and demonstrate your expertise to potential employers.
✨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’re all about utilising technology, don’t forget to mention any tools or software you’re familiar with that can help produce accurate solutions. This will show us you’re ready to hit the ground running!
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 through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with our growing 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 show that you’re serious about the role.
✨Tech Savvy is Key
Since this role involves utilising technology to create accurate solutions, be prepared to discuss your experience with relevant software. Highlight any tools you've used in previous roles that helped streamline processes or improve accuracy.
✨Show Your Remote Work Skills
As this is a remote position, demonstrate your ability to work independently. Share examples of how you’ve successfully managed your time and tasks while working remotely, and how you stay connected with your team.
✨Embrace the Growth Mindset
IDEX Consulting is looking for someone who’s keen to progress. Talk about your career aspirations and how you see yourself growing within the company. Mention any interest in moving towards an Advisory capacity or taking on more senior roles.
