Senior Paraplanning Support
2 days ago
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 supportive and collaborative environment.
The estimated annual salary for this position is £40,000, plus a discretionary bonus.
About us:
IDEX Consulting Ltd is a well-established Advisory group that prioritises employee support and development.
Your duties will include;
- Preparation of pre-approval documentation prior to report writing
- Utilisation of technology to produce accurate solutions for clients
- Provision of accurate, timely and compliant suitability reports
- Compliance with FCA guidelines
- Collaboration with the adviser to gather client information
Requirements:
Completion of the Level 4 Diploma qualification
Career progression opportunities
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