Paraplanner - IDEX Consulting Ltd : Job Details

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.

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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.