Senior Technical Paraplanner – Compliance & Quality Assurance
Job in
Merthyr Tydfil, Merthyr Tydfil County, CF47, Wales, UK
Listed on 2026-06-07
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist, Financial Consultant
Job Description & How to Apply Below
IDEX Consulting Ltd is looking for a professional to provide assurance on the quality of financial advice from a compliance perspective. The role involves reviewing advice interactions and ensuring adherence to regulatory standards.
The ideal candidate will hold Chartered Financial Planner status or be nearing completion. Responsibilities include enhancing financial planning solutions and undertaking advice reviews as part of an audit framework. Excellent written skills and regulatory knowledge are essential, along with a commitment to professional development.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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