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Remote Paraplanner: Path to Advisory

Remote / Online - Candidates ideally in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listing for: IDEX Consulting
Remote/Work from Home position
Listed on 2025-11-25
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Reporting
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Remote Paraplanner: Path to Advisory Role
A leading advisory firm in Cardiff is seeking an experienced Paraplanner to join their support team. The role involves preparing documentation, compliance with FCA guidelines, and providing timely suitability reports. Candidates should be Level 4 Diploma qualified and capable of remote work, with expected travel to the Cardiff office every four weeks. This position offers a clear pathway for progression within the advisory field.
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