IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Reading or Borehamwood offices! Part qualified individuals will be considered. This will be a hybrid working opportunity once training has been completed seeing you WFH twice a week.
This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024.
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.
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.
Benefits include:
* 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
If this Paraplanning role in Reading or Borehamwood paying up to £40,000 sounds like it could be for you, and you would like some more information please send your CV to Louise.bibb@idexconsulting.com.
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