Remote Paraplanner
Bath, United Kingdom
Job Description
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 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.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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.
Skills Required
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Job Detail
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Job IdJD4522508
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:£35,000-45,000 per year
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Employment StatusFull Time
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Job LocationBath, United Kingdom
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EducationNot mentioned