Paraplanner

7 days ago

Merseyside, United Kingdom IDEX Consulting Full time

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;Preparing pre-approval documentation prior to report writingUtilising all technology to produce accurate solutions for clientsProviding accurate, timely and compliant suitability reportsEnsuring all advice documentation is compliant according to FCA guidelinesWorking 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.

  • Paraplanner

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    Merseyside, United Kingdom Eden Rose Full time

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    Merseyside, United Kingdom MB Fitzgerald Full time

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