Senior Paraplanning Professional

We are seeking an experienced Paraplanning Professional to join our team in Newcastle.Salary: Up to £40,000 + discretionary bonus per annumThe successful candidate will be responsible for preparing pre-approval documentation, working with the adviser to gather client information, and ensuring all advice documentation is compliant according to FCA...

About the RoleIn this dynamic Paraplanner position, you will play a vital supporting role in our team's efforts to deliver comprehensive financial planning services to our valued clients. Your primary responsibilities will involve providing top-notch paraplanning assistance, ensuring seamless workflow and enhanced client satisfaction.With a keen eye for...

Job OverviewWe are seeking an experienced Paraplanner to join our team at IDEX Consulting Ltd in Newcastle. This is a fantastic opportunity for a skilled professional to take the next step in their career and contribute to the growth of our business.The successful candidate will have a strong background in financial services, with a focus on paraplanning and...

We are currently recruiting for a Senior Paraplanning Support role in our Newcastle office. As a key member of our team, you will be responsible for ensuring all advice documentation is compliant according to FCA guidelines.This is a fantastic opportunity for someone looking to take their career to the next level. Our company prides itself on providing a...

Paraplanning Job Opportunity in NewcastleWe are currently recruiting a Paraplanning Support Specialist to join our team in Newcastle.This is a fantastic opportunity for a motivated individual to work in a fast-paced environment and make a significant contribution to our business. With a salary up to 40000 per annum, this role offers a great chance to develop...

About the RoleWe are seeking a skilled Paraplanning Expert to join our team at IDEX Consulting. As a key member of our Wealth Management team, you will be responsible for producing high-quality financial reports and working closely with Financial Planners and Administrators.Key ResponsibilitiesRequest and review client information, undertaking detailed...

Pension Administration Professional OpportunityWe are looking for an experienced Paraplanner to join our team at Recruit Wealth Ltd in Newcastle.This is a challenging and rewarding role that offers a range of benefits and opportunities for career advancement.About the RoleThe successful candidate will have experience in pension administration and financial...

We are looking for a skilled Investment Support Professional to join our team at IDEX Consulting Ltd in Newcastle. The successful candidate will have completed their Level 4 Diploma qualification and be able to provide accurate, timely and compliant suitability reports.The business offers a true pathway to progress which, in this instance, may be towards an...

Job Description:We are seeking a highly skilled Paraplanner to support our Financial Adviser in providing comprehensive financial planning services to clients.The ideal candidate will have qualifications in Financial Planning, a proven background in Paraplanning, and strong numeric and analytical skills.

Job DescriptionMI Search is seeking a Paraplanning Services Provider to join our team. As a Paraplanner, you will work closely with Financial Planners to deliver holistic financial planning solutions to HNW and UHNW clients.Key responsibilities include preparing suitability reports, conducting technical research, and ensuring compliance policies are adhered...

Job OverviewThis is a hybrid-based Paraplanner position in Newcastle, ideal for individuals seeking to be part of a growing company and contribute to delivering exceptional financial planning solutions.As a key member of the team, you will provide paraplanning support to the Financial Advisors who offer comprehensive financial planning services to clients....

We are seeking an experienced Financial Advisor to join our partner firm in Newcastle.About the RoleThe ideal candidate will have a strong background in paraplanning, trainee advisory roles, or mortgage advice and hold a Level 4 qualification in financial services.Business development and lead generation strategiesClient relationship management and account...

About the JobWe are currently recruiting for a Pension Administration Professional to join our team at Recruit Wealth Ltd in Newcastle.This is a fantastic opportunity to work with a well-established company that values its employees and offers a range of benefits.Key ResponsibilitiesThe successful candidate will be responsible for:Supporting the paraplanning...

About the CompanyPremier Jobs UK Limited is a dynamic and rapidly growing IFA firm led by highly respected industry leaders. With a private equity backing, the company has achieved significant success, managing £4.5 billion in assets under management (AuM). They prioritize building a strong team of passionate and skilled professionals who share their vision...

Company Overview:IDEX Consulting Ltd is a leading advisory group providing ongoing support to new joiners and helping them settle into a professional yet friendly environment with a positive culture. The business has seen significant growth, with additional headcount, revenue, and FUM coming in during 2024, with much more anticipated across 2025.Salary:Up to...

About the Role:We are seeking a Paraplanner to join our Newcastle-based team. The successful candidate will be required to have completed their Level 4 Diploma qualification.Duties include preparing pre-approval documentation prior to report writing, utilizing technology to produce accurate solutions for clients, providing timely and compliant suitability...

Key ResponsibilitiesAs a Paraplanning Support Professional at Premier Jobs UK Limited, you will be responsible for providing expert-level support to our team of Financial Advisors. This includes:Providing high-quality paraplanning services, ensuring timely completion of tasks and accurate delivery of results.Collaborating with Financial Advisors to develop...

About the CompanyIDEX Consulting Ltd is a leading Advisory group in Newcastle, renowned for providing ongoing support to new joiners and fostering a professional yet friendly environment with a positive culture.We are currently seeking a Paraplanning Professional to join our team, who will be instrumental in driving our growth strategy forward.The successful...

Senior Paraplanner Position in NewcastleWe are seeking an experienced Senior Paraplanner to join our team at IDEX Consulting Ltd in Newcastle.This is an excellent opportunity for a skilled professional to work in a dynamic environment and contribute to the growth of our business. With a salary up to 40000 per annum, this role offers a great chance to advance...

Job Title: Financial Planning Assistant ManagerNewcastle LocationUp to £40,000 salary + discretionary bonusHybrid Working PatternWe are seeking an experienced financial planning assistant manager to join our team at IDEX Consulting Ltd. As a key member of our financial planning team, you will be responsible for managing the workflow of our paraplanning...