I'm currently partnered with a leading IFA group who require a Paraplanner to join their team in Cardiff. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.


Responsibilities 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 need to 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.

The company offer hybrid / flexible working, including study support to become chartered should this be your ambition.

If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com





Paraplanner - £40K DOE + Bonus - Cardiff / Hybrid

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