Paraplanner in Newcastle upon Tyne

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 writingUtilising all technology to produce accurate solutions for clientsProviding accurate, timely and compliant suitability reportsEnsuring all advice documentation is compliant according to FCA guidelinesWorking 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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