Paraplanning Support Specialist

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...

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...

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...

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 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...

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,...

Company OverviewThe Learning Support Centre is a leading specialist in neurodiversity and disability, supporting individuals across the UK for over 20 years. We offer flexible support tailored to education and workplace needs, with a community of specialists utilising skills to empower clients.We are Mindful Employers, a Healthy Workplace, and Disability...

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 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...

Job OverviewThis is a hybrid-based Paraplanner position in Newcastle, ideal for individuals seeking to be part of a growing company and contribute to delivering exceptional financial planning solutions.As a key member of the team, you will provide paraplanning support to the Financial Advisors who offer comprehensive financial planning services to clients....

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...

Financial Adviser Opportunity Recruit UK is pleased to be working with an Independent Financial Advice firm on an excellent opportunity for a Financial Adviser to join their thriving company. The firm is directly authorised and has a reputation for putting clients first, making it an ideal choice for like-minded professionals. The role involves working...

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...

About the RoleAre you a detail-oriented and organized individual looking for a challenging role? We are seeking a Document Production Specialist to join our team.This is a remote working position, with occasional office visits as needed. As a Document Production Specialist, you will be responsible for creating high-quality legal documents using templates or...

About Law Support Ltd: As a leading UK law firm in the Real Estate department, we're seeking an experienced Administrator to join our team.Salary Information: This is a full-time office-based role with an estimated salary range of £25,000 - £35,000 per annum, commensurate with experience.Job Description: We require someone with previous administration...

Job Title: IT Support SpecialistWe are seeking a dedicated IT Support Specialist to join our team in Newcastle Upon Tyne.This role involves providing efficient and comprehensive secretarial support to the practice, including the typing of letters, reports, patient referrals, and notifications.The successful candidate will work full-time hours across Monday...

IDEX Consulting is partnering with a reputable advisory firm in Newcastle to fill a Financial Advisor position.About the JobAs a Financial Advisor, you will be responsible for building relationships with clients and generating new business opportunities.Client acquisition and retention strategiesTeam collaboration and stakeholder engagementThe successful...

We are seeking an experienced Financial Advisor to join our partner firm in Newcastle.About the RoleThe ideal candidate will have a strong background in paraplanning, trainee advisory roles, or mortgage advice and hold a Level 4 qualification in financial services.Business development and lead generation strategiesClient relationship management and account...

Join Our TeamIDEX Consulting is a leading national Wealth Management firm seeking a skilled Wealth Management Associate to join our dynamic team. This exciting opportunity offers a competitive estimated salary of £35,000 - £40,000 per annum, depending on experience.ResponsibilitiesCollaborate with Financial Planners and Administrators to produce...