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.