Advisory Assistant

4 days ago


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

IDEX Consulting Ltd is seeking a skilled Paraplanner to join our team in Newcastle. This is an exciting opportunity for a talented professional to contribute to the growth of our business and develop their skills in a dynamic and supportive environment.

The successful candidate will have a strong background in financial services, with a focus on paraplanning and advisory support. They will be responsible for preparing pre-approval documentation, utilizing technology to produce accurate solutions for clients, and providing compliant suitability reports.

We estimate the salary for this role to be around £40,000 per annum, plus a discretionary bonus. The business offers a hybrid working pattern, allowing for flexibility and work-life balance.

Key Responsibilities:

  • Preparation of pre-approval documentation prior to report writing
  • Utilization of technology to produce accurate solutions for clients
  • Provision of accurate, timely, and compliant suitability reports
  • Maintenance of compliance according to FCA guidelines
  • Collaboration with the adviser to gather sufficient client information

The ideal candidate will have completed their Level 4 Diploma qualification and possess excellent communication and organizational skills. We offer a true pathway to progress, with opportunities for career advancement within our team.



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