Job Title

ParaplannerLocations: Reading OR BorehamwoodUp to 48,000 salary + discretionary bonusHybrid working. Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Reading or Borehamwood offices! Part qualified individuals will be considered. This will be a hybrid working opportunity once training has been completed seeing you WFH twice a week. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024.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. 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. Benefits include:Up to 30 days annual leave + bank holidays10% bonus Flexible and hybrid workingPrivate medical insuranceHealthcare cash plan5% employer pension contributionStudy support to develop and progressIf this Paraplanning role in Reading or Borehamwood paying up to 48,000 sounds like it could be for you, and you would like some more information please send your CV to Louise.bibb@idexconsulting.com