More jobs:
Paraplanner
Job in
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2025-12-30
Listing for:
IDEX Consulting
Full Time
position Listed on 2025-12-30
Job specializations:
-
Retail
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Newcastle based team.
This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024.
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 Level 4 Diploma qualified or nearing completion of.
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.
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