Job description
IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their team on the Wirral. This is a hybrid role with office attendance just twice a month.
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;
1. Preparing pre-approval documentation prior to report writing
2. Utilising all technology to produce accurate solutions for clients
3. Providing accurate, timely and compliant suitability reports
4. Ensuring all advice documentation is compliant according to FCA guidelines
5. Working with the adviser to gather sufficient client information
The successful candidate will be Level 4 Diploma qualified or nearing completion of.
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.