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.

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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.