Paraplanning Support Specialist

2 weeks ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time
Job Overview

We 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 Responsibilities
  1. Develop pre-approval documents efficiently, streamlining the report writing process.
  2. Leverage cutting-edge technology to provide innovative solutions for clients, enhancing their experience.
  3. Produce accurate, timely, and compliant suitability reports, upholding the highest FCA standards.
  4. Ensure all advice documentation meets regulatory requirements, guaranteeing seamless compliance.
  5. Collaborate closely with advisers to gather necessary client information, building strong relationships.
Qualifications and Skills

A successful candidate will hold a Level 4 Diploma qualification and demonstrate excellent communication skills. We offer opportunities for growth and development within our company, allowing you to progress in your career.

About Our Company

IDEX Consulting Ltd is a prominent Advisory group committed to delivering outstanding results for our clients. Our team values employee growth and development, fostering a positive and supportive work environment.



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