An opportunity has arisen with a wealth management firm in Newcastle looking to hire a Paraplanner into their team!

You will be part of a team providing support to Financial Advisers.

Responsibilities:

• Maintain and develop technical knowledge
• Working on suitability reports creating efficiency and consistency
• Contribute to efficiency improvement initiatives and sharing of best practice
• Share knowledge and support the wider team

You will have:

• RQF level 4 Diploma in Regulated Financial Planning (or equivalent)
• Commitment to study towards Advanced Diploma in Financial Planning, with the aim of achieving Chartered Financial Planner status (desirable)

Benefits:

• 25 days holiday + bank holiday - increases with length of service
• Pension
• PMI
• Medical cash plan
• Hybrid working (once passed probation)

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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.