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    Onboarding Paraplanner Supervisor - Newcastle upon Tyne, United Kingdom - IDEX Consulting Ltd

    IDEX Consulting Ltd
    IDEX Consulting Ltd Newcastle upon Tyne, United Kingdom

    3 weeks ago

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    Description

    Job Description

    Onboarding Paraplanner Supervisor

    Hybrid

    Newcastle

    Salary - £35,000 + Monthly Bonus

    Our clients have an exciting opportunity to join their Technical Planning team in the heart of Newcastle as an Onboarding Supervisor.

    • Responsibilities:Training and onboarding of new advisers
    • Providing insight and support on the regulated advice process
    • Assist in formal adviser introduction course
    • Assessing and reporting on adviser competency

    Requirements:

    • Ideally hold Level 4 in Regulated Financial Planning, would consider partially qualified working towards obtaining full diploma
    • Have a robust understanding and knowledge of investment products and taxation
    • Have good experience in Financial Services, particularly with a regulated advice environment and/or Training & Competence background
    • Have excellent communication skills with the ability to deliver clear technical support to advisers
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