IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Newcastle based team.
This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024.
Duties include:
* Preparing pre-approval documentation prior to report writing
* Utilising all technology to produce accurate solutions for clients
* Providing accurate, timely and compliant suitability reports
* Ensuring all advice documentation is compliant according to FCA guidelines
* Working with the adviser to gather sufficient client information
The successful candidate will be Level 4 Diploma qualified or nearing completion of.
The business offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team.
#J-18808-Ljbffr