Paraplanner (Pensions Management)

4 weeks ago


Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time

Paraplanner Hybrid
£Our clients are looking for a Paraplanner in Newcastle to join a growing financial planning firm that offer hybrid working.

They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.

To assist the Financial Planner in formulating the advice to the client, providing technical
against the client’s financial circumstance.
Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
Obtain applications, key features documents, factsheets, illustrations and product
Good understanding of the Financial Planning process.
• Excellent planning and organisational skills.



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