Paraplanner

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.