Pension Administration Specialist

1 week ago


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

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 required to work closely with the adviser to deliver comprehensive solutions for clients.

Key Responsibilities:

  • 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
  • Ensuring all advice documentation is compliant according to FCA guidelines
  • Collaboration with the adviser to gather sufficient client information

To be considered for this role, you will need to have completed your Level 4 Diploma qualification.

We offer a supportive and collaborative working environment, with opportunities for career progression and development.

Based on industry standards, we estimate the salary for this position to be around £40,000 per annum, plus discretionary bonus.



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