Financial Services Support Specialist

3 weeks ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time
About the Role

We 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 and advisory support. They will be expected to prepare pre-approval documentation, utilize technology to produce accurate solutions for clients, and provide compliant suitability reports.

We offer a competitive salary of £40,000 per annum, plus a discretionary bonus. The business operates a hybrid working pattern, allowing for flexibility and work-life balance.

Key Requirements:

  • Relevant qualifications, including the Level 4 Diploma
  • Excellent communication and organizational skills
  • Able to work effectively in a team environment

Our company provides ongoing support to new joiners, helping them settle into a professional yet friendly environment with a positive culture. We believe that our employees are our greatest asset, and we invest in their development to ensure they have the skills and knowledge needed to succeed.



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