Paraplanner

Job Description

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 :

A detail-oriented professional with a strong understanding of compliance and suitability ...