Paraplanner

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 .