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For Companies At a Glance
- Tasks: Prepare documentation and create compliant reports for clients using the latest technology.
- Company: Join a leading Advisory group with a focus 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 the financial advisory sector.
- 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 financial advisory space and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on opportunities that aren't advertised yet.
✨Tip Number 2
Prepare for virtual interviews by setting up a professional backdrop and testing your tech beforehand. We want you to shine, so practice answering common paraplanning questions and be ready to discuss how you can contribute to the team’s growth strategy.
✨Tip Number 3
Showcase your skills! Create a portfolio of your previous work, including examples of suitability reports and documentation you've prepared. This will help you stand out and demonstrate your expertise in producing compliant and accurate solutions.
✨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 and eager to join our diverse and inclusive culture.
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're ready to hit the ground running in a remote role.
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 helps us keep track of applications and ensures you don’t miss out on any important updates from us!
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. Bring examples of how you've used tech to streamline processes or improve client outcomes in previous roles.
✨Show Your Team Spirit
This position requires collaboration with advisers, so highlight your teamwork skills. Share specific instances where you’ve successfully gathered client information or worked closely with others to achieve a common goal.
✨Embrace the Remote Work Culture
As this is a remote role, demonstrate your ability to work independently and manage your time effectively. Discuss any previous remote work experiences and how you stay motivated and productive outside of a traditional office environment.
