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Paraplanner

Paraplanner

IDEX Consulting Ltd

Posted 9 hours ago, valid for 9 days

Reading, Berkshire RG30 3HG

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

A leading Advisory group in Reading is seeking a Paraplanner to join their newly created team as part of their growth strategy.
The role offers a pathway for progression towards an Advisory capacity or a more senior position within the paraplanning/support team.
Candidates must be based near Reading and hold a Level 4 Diploma or be nearing completion, with a competitive salary range of £30,000 to £40,000.
Responsibilities include preparing documentation, producing compliant suitability reports, and ensuring adherence to FCA guidelines.
The company offers perks such as 30 days of annual leave, a 10% bonus, flexible working, private medical insurance, and study support for professional development.

I'm currently partnering with a leading Advisory group who require a Paraplanner to join their team in Reading. 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.The business local to Reading 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. Coupled with an outstanding reputation, this sets it apart from their competition on the market.Responsibilities:

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

Perks:

30 days annual leave plus bank holidays
10% bonus
Flexible and hybrid working
Private medical insurance
Healthcare cash plan
5% employer pension contribution
Study support to develop and progress

The successful candidate will need to be based local to Reading and be Level 4 Diploma qualified or nearing completion of. If this role sounds like it could be for you, and you would like some more information please send your CV to

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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