Jobs
>
Newcastle upon Tyne

    Onboarding Paraplanner Supervisor - Newcastle upon Tyne, United Kingdom - Idex

    Default job background
    Description

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

    Responsibilities:

    • Training and on-boarding 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

    Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. 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 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.



  • IDEX Consulting Newcastle upon Tyne, United Kingdom

    Our clients have an exciting opportunity to join their Technical Planning team in the heart of Newcastle as an On-boarding Supervisor. · Responsibilities: Training and on-boarding of new advisers · Providing insight and support on the regulated advice process · Assist in form ...


  • Tempest Jones Recruitment Newcastle upon Tyne, United Kingdom

    Operations Manager/T&C Supervisor · Location: Newcastle outskirts · Salary: £40,000 - £50,000 per annum (negotiable, dependent on experience & qualifications) · Our client is a growing Independent Financial Advisor (IFA) practice north of Newcastle and they are now seeking a high ...


  • Tempest Jones Recruitment newcastle-upon-tyne, tyne and wear, United Kingdom

    Job DescriptionOperations Manager/T&C Supervisor · Location: Newcastle outskirts · Salary: £40,000 - £50,000 per annum (negotiable, dependent on experience & qualifications) · Our client is a growing Independent Financial Advisor (IFA) practice north of Newcastle and they are now ...


  • Tempest Jones Recruitment Newcastle Upon Tyne, United Kingdom

    Operations Manager/T&C Supervisor · Location: Newcastle outskirts · Salary: £40,000 - £50,000 per annum (negotiable, dependent on experience & qualifications) · Our client is a growing Independent Financial Advisor (IFA) practice north of Newcastle and they are now seeking ...


  • Tempest Jones Recruitment Newcastle upon Tyne, United Kingdom

    Operations Manager/T&C SupervisornLocation: Newcastle outskirtsnSalary: £40,000 - £50,000 per annum (negotiable, dependent on experience & qualifications) · Our client is a growing Independent Financial Advisor (IFA) practice north of Newcastle and they are now seeking a highly s ...


  • Tempest Jones Newcastle Upon Tyne, United Kingdom permanent

    Operations Manager/ T&C Supervisor · Location: Newcastle outskirts · Salary: £40,000 - £50,000 per annum (negotiable, dependent on experience & qualification) · Our client is a growing Independent Financial Advisor (IFA) practice north of Newcastle and they are now seeking a high ...


  • Tempest Jones Newcastle Upon Tyne, United Kingdom permanent

    Training and Development Advice Manager (Regulated Financial Planning) · Location: Newcastle outskirts · Salary: £40,000 - £50,000 per annum (negotiable, dependent on experience & qualification) · Our client is a growing wealth management practice in Newcastle and they are now se ...


  • Tempest Jones Recruitment Newcastle upon Tyne, United Kingdom £40,000 - £50,000

    Operations Manager/T&C SupervisorLocation: Newcastle outskirtsSalary: £40,000 - £50,000 per annum (negotiable, dependent on experience & qualifications)Our client is a growing Independent Financial Advisor (IFA) practice north of Newcastle and they are now seeking a highly skille ...