Senior Financial Analyst

4 days ago


Newcastle Upon Tyne, United Kingdom IDEX Consulting Ltd Full time

About the Company

IDEX 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 candidate will have completed their Level 4 Diploma qualification and possess excellent technical skills, enabling them to produce accurate solutions for clients.

Key Responsibilities:

  • Preparing pre-approval documentation prior to report writing
  • Utilising technology to provide timely and compliant suitability reports
  • Ensuring all advice documentation is compliant according to FCA guidelines
  • Collaborating with the adviser to gather sufficient client information

Salary Details

Up to £40,000 salary + discretionary bonus, making this an attractive opportunity for experienced professionals looking to take their career to the next level.



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