Paraplanning Specialist

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...

A qualified Paraplanner is sought after to join our team in Newcastle and provide top-notch paraplanning support to our team of seasoned Financial Advisors.The successful candidate will leverage their skills and expertise to assist our advisors in delivering comprehensive financial planning solutions to clients, including cashflow modelling and other...

About the RoleWe are looking for a talented Investment Support Specialist to join our team in Newcastle.The ideal candidate will have a strong understanding of investment products and services, with excellent analytical and problem-solving skills.This role offers a great opportunity for career progression, with the possibility of moving into an Advisory...

Job Title: Senior Financial Support SpecialistNewcastle LocationUp to £40,000 salary + discretionary bonusHybrid Working PatternWe are partnering with a leading advisory group in the North East of England to find an exceptional financial support specialist. This role offers a unique opportunity for professional growth and development within a supportive...

Job OverviewIDEX Consulting, a leading national Wealth Management firm, seeks a highly skilled Financial Planning Specialist to join their dynamic team. This home-base contract role requires regular travel to the Chester or Newcastle offices.ResponsibilitiesCollaborate with Financial Planners and Administrators to produce high-quality financial reports,...

About the RoleWe are currently seeking a highly skilled Paraplanner to join our team at IDEX Consulting Ltd in Newcastle. As a key member of our team, you will be responsible for providing high-quality paraplanning and advisory support to our clients.The successful candidate will have a strong background in financial services, with a focus on paraplanning...

At Premier Jobs UK Limited, we are seeking an experienced Financial Planning Specialist to join our team in Newcastle. This hybrid-based role is perfect for individuals looking to make a meaningful contribution to the field of financial planning.The successful candidate will be responsible for providing paraplanning support to our team of Financial Advisors,...

Job Title: Paraplanning ProfessionalNewcastle LocationUp to £40,000 salary + discretionary bonusHybrid Working PatternWe are seeking a highly skilled paraplanning professional to join our team at IDEX Consulting Ltd. As a key member of our financial planning team, you will play a vital role in supporting our advisers in delivering high-quality financial...

Job DescriptionThis is a fantastic opportunity for a motivated and skilled Paraplanner to join our growing team in Newcastle. As a Paraplanner, you will play a crucial role in supporting our Financial Advisors in providing holistic financial planning solutions to clients.Your Key ResponsibilitiesAssist in preparing and presenting financial plans to...

Job OverviewWe are searching for an experienced Paraplanner to join our Newcastle-based team at IDEX Consulting Ltd. This exciting opportunity offers a chance to work with a reputable Advisory group and contribute to their continued growth.Duties and ResponsibilitiesDevelop pre-approval documents efficiently, streamlining the report writing process.Leverage...

Premier Jobs UK Limited seeks an experienced Hybrid Advisor to join their team in Newcastle. As a Paraplanning Specialist, you will provide high-quality support to Financial Advisors, assisting them in delivering excellent financial planning services to clients. This is a great opportunity for someone looking to develop their skills and progress their...

At IDEX Consulting, we are working with a respected advisory firm in Newcastle to recruit an experienced Financial Advisor.About the RoleThe ideal candidate will be a Level 4 qualified Financial Advisor with experience in paraplanning, trainee advisory roles, or mortgage advice background.Ongoing client relationship management and lead generation...

Job OverviewWe are seeking experienced Paraplanners to join Recruit Wealth Ltd in their regional Newcastle offices.This is an exciting opportunity to work for a well-known, trusted brand that has secured Private Equity backing and is experiencing rapid growth and expansion.About the RoleThe ideal candidate will have experience in pension administration and...

IDEX Consulting Ltd are seeking an experienced Paraplanning Support Professional to join their Newcastle-based team. As a key member of the team, you will play a vital role in delivering high-quality services to clients.We are part of a leading Advisory group who require a Paraplanner to join their Newcastle based team. The successful candidate will be...

This role is a fantastic opportunity for a skilled Financial Planning Professional to join a growing company in Newcastle, providing excellent financial planning solutions. As a Paraplanning Specialist, you will assist the team of Financial Advisors in delivering high-quality services to clients. The ideal candidate will have experience as a Paraplanner and...

Job OverviewWe are IDEX Consulting Ltd, a dynamic Advisory group based in Newcastle, dedicated to delivering exceptional results for our clients. As a Paraplanning Professional, you will play a vital role in helping us achieve our goals.Key Responsibilities:Producing pre-approval documentation and reportsProviding high-quality advice documentationEnsuring...

We are seeking an ambitious and skilled Paraplanner to join our team in Newcastle, providing high-quality support to our Financial Advisors. As a key member of our growing IFA firm, you will have the opportunity to develop your skills and progress in your career.About the Role:Supporting Financial Advisors in delivering quality financial planning...

IDEX Consulting Ltd. is a leading Advisory group that requires a Financial Support Specialist to join their Newcastle-based team.Salary: Up to £40,000 per annum + discretionary bonus. A competitive salary reflecting the company's growth strategy and expansion plans.The successful candidate will be responsible for preparing pre-approval documentation prior...

Job OverviewThis is a hybrid-based Paraplanner job in Newcastle that offers an exciting opportunity for an individual to be part of a growing company and contribute to providing exceptional financial planning solutions.As a member of our team, you will have the chance to work closely with our experienced Financial Advisors who provide holistic financial...

IDEX Consulting Ltd is seeking a highly skilled Paraplanner to join their Newcastle based team.Salary: Up to £40,000 + discretionary bonus per annumAs a Paraplanner, you will be responsible for preparing pre-approval documentation, utilising technology to produce accurate solutions for clients, and providing compliant suitability reports.Required Skills and...

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...

**Job Title: Paraplanner** **Industry: Financial Services** **Location: Newcastle** **Salary: £30,000 - £42,000** **Job Ref: 15991** Recruit UK are working on an excellent opportunity for a Paraplanner in Newcastle to join a well-established UK Financial Advice firm. **Company**: This is a national financial planning and wealth management firm which...

**IDEX Consulting Ltd: A Leading Advisory Group**We are seeking a skilled Paraplanner to join our team in Newcastle. This is an exciting opportunity to be part of a dynamic and growing business, offering a true pathway to progress.The successful candidate will have completed their Level 4 Diploma qualification and will be responsible for preparing...

Company OverviewPremier Jobs UK Limited is a leading recruitment agency that specializes in connecting top talent with innovative financial services companies. We are committed to delivering exceptional results and fostering long-term relationships with our clients.Salary and BenefitsThe salary for this role is estimated to be between £35,000 and £40,000...

**Are you studying towards your Level 4 Diploma in Financial Planning?** **Looking to step into small team of incredibly ambitious individuals like you and learn the core principals of being a good Paraplanner?** Recruit UK are working on an excellent opportunity for a Paraplanner in Newcastle to join a Financial Planning firm. Our client is a prestigious...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**:IFA Administrator **Location**: Newcastle Upon Tyne **Benefits**: - 21 days holidays, - Health Care Plan - Group DIS - Pension Auto Enrolment - Office Based **Salary**: £25,000 Upwards **About the Company**: Our client were one of the first firms to achieve Chartered...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**:IFA Administrator **Location**: Newcastle Upon Tyne **Benefits**: - 21 days holidays, - Health Care Plan - Group DIS - Pension Auto Enrolment - Office Based **Salary**: £25,000 Upwards **About the Company**: Our client were one of the first firms to achieve Chartered...