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Newcastle upon Tyne

    Financial Paraplanner - Newcastle upon Tyne, United Kingdom - IDEX CONSULTING LTD

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    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.

    To assist the Financial Planner in formulating the advice to the client, providing technical


    • 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.
    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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