Paraplanner
Location: Newcastle
Salary: Up to £42,000 + Discretionary Bonus
Working Pattern: Hybrid (Flexible home/office working)
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 2024.
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 information
* Preparing detailed pre-approval documentation ahead of suitability report writing
* Producing compliant, high-quality suitability reports tailored to individual client needs
* Leveraging the latest financial technology to build accurate, efficient solutions
* Ensuring 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 requirements
* Someone 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 structure
* Work in a people-first environment that truly values its employees
* Competitive salary with performance-based discretionary bonuses
* Hybrid 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.