Paraplanner
Job in
Sheffield, South Yorkshire, S5, England, UK
Listed on 2026-05-31
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance, Financial Services, Financial Reporting
Job Description & How to Apply Below
Paraplanner
Remote (Once a month in the office in Wirral). IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their team on a remote role with only 1 day a week in the office (Wirral). 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 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.
Seniority level- Associate
- Full-time
- Administrative and Analyst
- Industries:
Financial Services, Investment Management, and Investment Banking
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