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Paraplanner

IDEX Consulting Ltd - manchester, north west england

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Job Description

ParaplannerRemote (Once a month in the office)£40k to £46kIDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their team on a remote role with only 1 days 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 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 informationThe successful candidate will be Level 4 Diploma qualified or nearing completion of.

Created: 2025-10-26

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