Paraplanning Support Specialist
2 weeks ago
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- Develop pre-approval documents efficiently, streamlining the report writing process.
- Leverage cutting-edge technology to provide innovative solutions for clients, enhancing their experience.
- Produce accurate, timely, and compliant suitability reports, upholding the highest FCA standards.
- Ensure all advice documentation meets regulatory requirements, guaranteeing seamless compliance.
- Collaborate closely with advisers to gather necessary client information, building strong relationships.
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 CompanyIDEX 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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Paraplanning Support Specialist
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full timeParaplanning 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...
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Paraplanning Specialist
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