Job Description

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 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 successful candidate will be Level 4 Diploma qualified and comfortable working in a remote role. There will be an expectation to travel to the central offices based in Cardiff every 4 weeks.

    The business offers a true pathway...

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