Pension Administration Specialist
1 week ago
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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