Paraplanner – Hybrid, Newcastle | Elevate Client Outcomes in Newcastle upon Tyne

Paraplanner – Hybrid, Newcastle | Elevate Client Outcomes in Newcastle upon Tyne

Newcastle upon Tyne Full-Time 43000 - 48000 Β£ / year (est.) No working from home possible
IDEX Consulting Ltd

At a Glance

  • Tasks: Support Financial Planners by conducting research and writing reports.
  • Company: IDEX Consulting Ltd, a supportive team focused on client outcomes.
  • Benefits: Hybrid working, competitive salary, and strong career development opportunities.
  • Other info: Exciting career growth potential in a collaborative environment.
  • Why this job: Join a dynamic team and make a real difference in financial planning.
  • Qualifications: Level 4 diploma or equivalent with experience in financial planning.

The predicted salary is between 43000 - 48000 Β£ per year.

IDEX Consulting Ltd is seeking an experienced Paraplanner in Newcastle to support Financial Planners in delivering high-quality client outcomes. The role offers a hybrid working pattern, where the candidate will be involved in research, report-writing, and ensuring compliance with recommendations.

The ideal applicant should possess a Level 4 diploma or equivalent, with prior experience in financial planning. This is a great opportunity in a supportive team with strong career development prospects, coupled with a salary range of Β£43,000 to Β£48,000.

Paraplanner – Hybrid, Newcastle | Elevate Client Outcomes in Newcastle upon Tyne employer: IDEX Consulting Ltd

IDEX Consulting Ltd is an excellent employer, offering a supportive work culture that prioritises employee growth and development. With a hybrid working model in the vibrant city of Newcastle, employees benefit from a collaborative environment, competitive salary, and opportunities to enhance their skills in financial planning, making it a rewarding place to build a career.

IDEX Consulting Ltd

Contact Details:

IDEX Consulting Ltd Recruitment Team

We think you need these skills to ace Paraplanner – Hybrid, Newcastle | Elevate Client Outcomes in Newcastle upon Tyne

Research Skills
Report Writing
Compliance Knowledge
Financial Planning
Level 4 Diploma or Equivalent
Client Relationship Management
Attention to Detail