Paraplanner Remote

The role will see you working closely with the Paraplanning Manager, Paraplanning Team Leader and established team of Paraplanners to provide an integral function to the wider team. Full paraplanning support to the wealthPreparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by compliance, technical and the investment team where appropriateUtilising all technology to produce accurate solutions for clientsCarrying out relevant financial calculations on behalf of the Advisers, including CGT and AAWorking with the Adviser to gather sufficient client information, including delegating appropriate information gathering tasks to client administration teamUnderstand and apply all of the company''s research systemsVisit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.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. ..... full job details .....