Paraplanner Role
This is an exciting opportunity to work in a leading advisory group, where you will be responsible for preparing pre-approval documentation and utilizing technology to produce accurate solutions for clients. As a Paraplanner, you will play a vital role in providing timely and compliant suitability reports, ensuring all advice documentation meets FCA guidelines. You will work closely with the adviser to gather sufficient client information and support the growth strategy of the business.
Key Responsibilities:
* Preparing pre-approval documentation prior to report writing
* Utilizing 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
About You:
The successful candidate will be Level 4 Diploma qualified or nearing completion. You will have excellent communication skills and the ability to work effectively in a hybrid working environment. If you are looking to progress your career and develop your skills, this could be the perfect opportunity for you. The business offers a true pathway to progress, which may be towards an Advisory capacity or as a more senior member of the paraplanning/support team.
Benefits:
* Up to 30 days annual leave + bank holidays
* 10% bonus
* Flexible and hybrid working
* Private medical insurance
* Healthcare cash plan
* 5% employer pension contribution
* Study support to develop and progress
Hybrid Working Opportunity:
This role offers a hybrid working arrangement, where you will spend time working from home and in the office. This allows for a better work-life balance and flexibility. If you are interested in this opportunity, please send your CV to Louise.bibb@idexconsulting.com