Paraplanner

IDEX Consulting Ltd

Posted a day ago, valid for 23 days

Newcastle Upon Tyne, Northumberland NE19 2BG, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

IDEX Consulting is seeking a Paraplanner to join a leading Advisory group in Newcastle.
The role requires candidates to have completed their Level 4 Diploma qualification and offers a pathway for career progression.
Duties include preparing documentation, producing compliant reports, and collaborating with advisers to gather client information.
The company promotes a supportive and friendly work environment, contributing to its growth strategy with increased headcount and revenue anticipated through 2025.
The salary for this position is competitive and commensurate with experience, which should include at least two years in a similar role.

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Newcastle based team. Having placed into this team earlier in the year, it can be said with confidence how the business provides ongoing support to new joiners and and helps them settle into a professional yet friendly environment with a positive culture.This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024, with much more anticipated across 2025.Duties include;

Preparing pre-approval documentation prior to report writing
Utilising all technology to produce accurate solutions for clients
Providing accurate, timely and compliant suitability reports
Ensuring all advice documentation is compliant according to FCA guidelines
Working with the adviser to gather sufficient client information

The successful candidate will be required to have completed their Level 4 Diploma qualification.The business offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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