Job description
IDEX Consulting are working with a leading Wealth Management business who require a senior level Paraplanner to join their vibrant Newcastle based offices.
What Will You Do?
- Provide high-quality support for the long-standing Financial Planning team.
- Facilitate the smooth processing of new and existing business.
- Liaise effectively with administrative support teams.
- Assist in monitoring the performance and workflow of administrative support to ensure standards and deadlines are consistently met.
- Understand and comply with all relevant regulations, principles, policies, and procedures.
- Apply a broad understanding of Financial Planning solutions while developing further expertise through real client scenarios.
- Analyse clients' aims and needs to help construct robust financial planning solutions for advisor use.
- Produce detailed, accurate financial plans and analytical information under the guidance of senior team members.
What Do You Need to Succeed?
Must-Have
- CII Level 4 Diploma in Regulated Financial Planning (or equivalent).
- Strong accuracy, numeracy, and attention to detail.
- Recent and relevant experience within a similar role.
Having placed numerous hires across the business in recent years, I can say with confident that the successful hire will receive strong support to become successful within their role, join an positive culture and be offered the opportunity to progress your career further with tailored development programmes and additional study support.
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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.
