Paraplanner: Crafting Smart, Compliant Financial Plans
Listed on 2026-09-29
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Finance & Banking
Financial Analyst, Financial Compliance, Regulatory Compliance Specialist, Accounting & Finance
IDEX Consulting Ltd is seeking a Paraplanner to support financial advisers by researching the market, analyzing data, and constructing comprehensive, compliant client financial plans. The role emphasizes FCA compliance, meticulous audit trails, and collaboration with advisers across client meetings.
The candidate will prepare suitability reports, translate client findings into SMART advice, and assist with pre-completion checks and documentation in a fast-paced environment.
The Paraplanner:
Crafting Smart, Compliant Financial Plans role at IDEX Consulting Ltd is now open for applications in England, United Kingdom.
All applications are reviewed carefully by our team.
The position is based in England, United Kingdom.
This opportunity is part of our work in Finance.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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