- against 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 product
- Good understanding of the Financial Planning process.
- Excellent planning and organisational skills.
- Visit 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.
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Financial Paraplanner
3 weeks ago
IDEX Consulting Ltd Newcastle upon Tyne, United KingdomParaplanner Hybrid · £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 dir ...
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Financial Paraplanner
2 weeks ago
IDEX Consulting Ltd Newcastle upon Tyne, United KingdomParaplannerHybrid £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 w ...
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Financial Paraplanner
3 weeks ago
IDEX Consulting Ltd Newcastle upon Tyne, United KingdomHybrid · £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 t ...
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Financial Paraplanner
2 weeks ago
IDEX Consulting Ltd Newcastle upon Tyne, United KingdomParaplanner Hybrid · £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 dir ...
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Financial Paraplanner
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mbf Newcastle upon Tyne, United KingdomJob Description Paraplanner - Top National Financial Planners - Newcastle, Hybrid Working, 2 to 3 days per week · up to £55,000 + Bonus + Benefits (potentially flexible) · The role will be working for their Newcastle office but can be either office based or hybrid (mix of office ...
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Financial Paraplanner
3 weeks ago
IDEX Consulting Ltd Newcastle upon Tyne, United KingdomParaplannerHybrid £35,000 - £45,000NewcastleOur 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 wi ...
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Paraplanner
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Trainee Paraplanner
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Search Consultancy Newcastle Upon Tyne, United KingdomTrainee Paraplanner · Newcastle upon Tyne · £24,000 - £30,000 (depending on experience) + excellent benefits, exam support, free parking · My client is a well-established and ambitious IFA who are seeking to strengthen their team in appointing a Junior / Trainee Paraplanner. This ...
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Home Based Paraplanner
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mbf. Newcastle Upon Tyne, United Kingdom**Home based Paraplanner - Salary negotiable to £50,000 - Anywhere in the UK, National Wealth Management Organisation** · We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner to work in their centralised, Home based Parapla ...
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Paraplanner
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Search Consultancy Newcastle Upon Tyne, United KingdomParaplanner · Newcastle · £30,000 - £45,000 plus training, exam support and excellent benefits package · This is an outstanding opportunity with a top performing Financial Planning organisation to join their Newcastle offices as a Paraplanner. The successful applicant will provid ...
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Paraplanner
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Reed Insurance Newcastle Upon Tyne, United Kingdom**Are you looking for a new Paraplanning opportunity in 2023?** · **Edinburgh - Hybrid/WFH - Study Support - Career Progression** · **Salary up to £50K DOE/Qualifications** · **Highly competitive benefits package including excellent pension and bonus** · REED are pleased to be wo ...
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Financial Planning Administrator
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Tempest Jones Newcastle Upon Tyne, United Kingdom**The Company and Offering** · A new opportunity has arisen for a Financial Services Administrator to join a well-established friendly firm of Financial Advisers based in their Newcastle office. · **Accountabilities** · This will be an incredibly varied role that will involve pro ...
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Trainee Financial Adviser
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Financial Planning Administrator
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Paraplanner
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Business Quality Assessor
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EGRecruiting Ltd Newcastle Upon Tyne, United KingdomDo you hold DipPFS (or equivalent) and looking for a homebased role that will challenge and develop your technical knowledge? · A high profile, UK business (an Employer of Choice), has a number of requirements for Remote Business Quality Assessors, to conduct investment and pensi ...
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Financial Services Administrator
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H J Wealth Management Newcastle upon Tyne, United KingdomGRADUATE OPPORTUNITY: Financial Services Administrator · - We are now looking to recruit an Administrator to join our support team._ · - As a key part of this small office team you will be highly efficient, organised, and be able to multi-task and prioritise tasks accordingly. Yo ...
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Trainee Financial Adviser
3 weeks ago
Recruit UK Newcastle upon Tyne, United Kingdom**Job Title: Trainee Financial Adviser** · **Industry: Financial Services** · **Location: Newcastle-Upon-Tyne** · **Salary: £40,000** · **Job Ref: 7528** · **Job Description: Trainee Financial Adviser** · Are you looking for a new challenge? Are you wanting to develop your adviso ...
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Trainee Financial Adviser
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Exchange Street Newcastle upon Tyne, United Kingdom**Job Type**: Perm · Town/City: Newcastle · County: Northumberland · Salary/Rate: £30,000 - £32,000 + KPI bonus (£9,000+ per annum) + sales bonus · Sector: Financial Services · Discipline: Financial Planner · Job ref: 523616 · **Frustrating isn't it? All that hard work getting le ...
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Senior Financial Planner
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Exchange Street Newcastle upon Tyne, United Kingdom**Job Type**: Perm · Town/City: Newcastle · County: Tyne and Wear · Salary/Rate: To £80,000 + bonus + benefits · Sector: Financial Services · Discipline: Financial Services · Job ref: 539282 · How do I know what resources I will have? How do I know they'll deliver? How do I know ...
Financial Paraplanner - Newcastle upon Tyne, United Kingdom - IDEX CONSULTING LTD
Description
Hybrid£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.
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.