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    Financial Paraplanner - Newcastle upon Tyne, United Kingdom - IDEX Consulting Ltd

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    ParaplannerHybrid £35,000 - £40,000Newcastle Our clients are looking for a Paraplanner in Newcastle to join a growing financial planning firm that offer hybrid working.

    They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.

    To assist the Financial Planner in formulating the advice to the client, providing technicalsupport and guidance where appropriate.
    Review client objectives ensuring they are clear, concise and achievable when comparedagainst the client's financial circumstance.
    Provide research and analysis of investment funds and financial products, whilst considering the client objectives.

    Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there.

    Obtain applications, key features documents, factsheets, illustrations and productcomparison quotes through appropriate source - providing clear research of the adviceprovided.

    Liaise with Product Providers / Third Parties regarding any technical queriesThe ideal candidate will:


    • Level 4 diploma qualified
    • Good understanding of the Financial Planning process.
    • Excellent planning and organisational skills.
    • Accuracy and attention to detail to balance demands of roleVisit the IDEX Consulting Ltd website for further opportunities. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

    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 are committed to driving conscious inclusion across our business and creating equitable pathways.


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