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Onboarding Paraplanner Supervisor

Job description

Our clients have an exciting opportunity to join their Technical Planning team in the heart of Newcastle as an On-boarding Supervisor.


  • Training and on-boarding of new advisers
  • Providing insight and support on the regulated advice process
  • Assist in formal adviser introduction course
  • Assessing and reporting on adviser competency


  • Ideally hold Level 4 in Regulated Financial Planning, would consider partially qualified working towards obtaining full diploma
  • Have a robust understanding and knowledge of investment products and taxation
  • Have good experience in Financial Services, particularly with a regulated advice environment and/or Training & Competence background
  • Have excellent communication skills with the ability to deliver clear technical support to advisers

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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.