Paraplanning Support 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...

We are seeking a Paraplanning Support Professional to join our team in Newcastle at Premier Jobs UK Limited. As a key member of our team, you will play a crucial role in supporting our Financial Advisors to deliver exceptional financial planning services to clients.Your primary responsibility will be to assist our Financial Advisors in preparing...

What We're Looking ForWe are seeking an experienced Paraplanning Professional to join our Newcastle-based team, who has a proven track record of producing high-quality advice documentation and working collaboratively with advisers.Key Responsibilities:Preparing comprehensive pre-approval documentationDelivering timely and compliant suitability...

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...

An exciting opportunity has arisen for an experienced technical professional to join a highly reputable wealth management practice in Newcastle. The successful individual will join as the Paraplanning Manager for the pensions team and you will supervise members of the paraplanning team, monitor workflows and quality of output, as well as mentor, train, and...

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...

Join a leading advisory group in Newcastle as a Paraplanner and be part of a dynamic team that offers a true pathway to progress. The successful candidate will have completed their Level 4 Diploma qualification and will be responsible for various tasks including preparing pre-approval documentation and utilising technology to produce accurate client...

Job DescriptionProvide paraplanning support to a team of Financial Advisors who deliver holistic financial planning to clients.Assist in providing cashflow modelling to clients and conduct research, analysis, and report writing to support Financial Advisors.Prepare pre-approval documents, ensure recommendations are appropriate, and provide accurate...

About IDEX Consulting Ltd:IDEX Consulting Ltd is a dynamic advisory group dedicated to delivering high-quality financial services. We offer a supportive environment that fosters growth and development, both personally and professionally. With a strong focus on teamwork and collaboration, we strive to provide exceptional client experiences.Role Summary:This...

A talented Paraplanning Specialist is sought by this IFA firm in Newcastle to join their rapidly growing team. As a key member of the team, you will provide paraplanning support to Financial Advisors, assisting them in delivering high-quality financial planning services to clients. This is an exciting opportunity for someone looking to develop their skills...

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 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...

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...

IDEX Consulting Ltd. is seeking an experienced Paraplanning Consultant to join their team in Newcastle. As a key member of the Advisory group, you will play a vital role in supporting clients and contributing to the company's growth.Benefits:Competitive salary: up to £40,000 per year + discretionary bonusOpportunities for career advancement and professional...

We are looking for a skilled Paraplanner to join our team at IDEX Consulting Ltd in Newcastle. As a key member of our Advisory group, you will be responsible for preparing pre-approval documentation, utilising technology to produce compliant suitability reports, and working closely with advisers.About the Role:Prepare pre-approval documentation for report...

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...

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...

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 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...