Paraplanner

2 weeks ago


Newcastle upon Tyne, United Kingdom IDEX Consulting Full time

Job description Are you a Paraplanner looking to join a forward-thinking and fast-growing wealth management firm? This is your opportunity to be part of a dynamic team in Newcastle that's experiencing strong growth across revenue, headcount, and assets under management in .IDEX Consulting is proud to be partnered with a highly respected financial advisory group that is expanding its paraplanning team as part of its strategic growth. What You'll Be Doing:Collaborating closely with advisers to gather and analyse client informationPreparing detailed pre-approval documentation ahead of suitability report writingProducing compliant, high-quality suitability reports tailored to individual client needsLeveraging the latest financial technology to build accurate, efficient solutionsEnsuring all documentation aligns with FCA regulatory standards What We're Looking For:Level 4 Diploma in Financial Planning (or working towards it)A detail-oriented professional with a strong understanding of compliance and suitability requirementsSomeone who thrives in a collaborative environment and takes pride in delivering high-quality work Why Join?Clear and supported career progression - whether you aspire to become an adviser or take a senior role within the paraplanning/support structureWork in a people-first environment that truly values its employeesCompetitive salary with performance-based discretionary bonusesHybrid working model that offers flexibility and work-life balance If you're ready to take the next step in your paraplanning career with a firm that invests in your future, we'd love to hear from you.


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