Job description
A quite rare opportunity has arisen with a leading business who are looking additional headcount within their Newcastle offices.
This role will suit somebody with current or recent Paraplanning experience who is looking to, or has started to transition their career into financial planning.
Whilst the day to day role will have technical paraplanning responsibilities, this position has been created to pro-actively assist development and offer a genuine path to progress your career, working with highly affluent and high net worth clients.
Duties include
- Gathering client information and documentation to support advice preparation while conducting technical research across a wide range of financial products and solutions
- Preparing suitability reports and supporting documentation for Financial Planners
- Maintain comprehensive and up-to-date client records
- Support the senior Financial Planning team and be integrated into client meetings
- Support and attend networking events, designed to showcase the business and attract new clients
With longevity demonstrated through the team, this is a great opportunity for an aspiring Financial Planner who is looking for stability and direction within your career.
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
