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Onboarding Paraplanner Supervisor

2 months ago


Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time

Onboarding Paraplanner Supervisor

Hybrid

Newcastle

Salary - £35,000 + Monthly Bonus

Our clients have an exciting opportunity to join their Technical Planning team in the heart of Newcastle as an Onboarding Supervisor.

  • Responsibilities:Training and onboarding of new advisers
  • Providing insight and support on the regulated advice process
  • Assist in formal adviser introduction course
  • Assessing and reporting on adviser competency

Requirements:

  • Ideally hold Level 4 in Regulated Financial Planning, would consider partially qualified working towards obtaining full diploma
  • Have a robust understanding and knowledge of investment products and taxation
  • Have good experience in Financial Services, particularly with a regulated advice environment and/or Training & Competence background
  • Have excellent communication skills with the ability to deliver clear technical support to advisers


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