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Tempest Jones
Sunderland
Paraplanner - SunderlandCompetitive salary based on experience, study support and comprehensive benefits package. Career paths into advising or compliance, if this is a long term aspiration.My client, a leading financial services practice, is looking for an experienced Paraplanner to join their team on the outskirts of Sunderland. This is an excell
Job Source: Tempest JonesRecruit Wealth
Newcastle Upon Tyne
Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Newcastle offices. The business is going from strength to strength with rapid growth and expansion due to securing Private Equity backing. Our client is a well-known, trusted brand and there has never been a better time to join them
Job Source: Recruit WealthTempest Jones
Newcastle Upon Tyne
Paraplanner A fantastic opportunity has arisen for a Paraplanner to join a thriving firm of financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments. You will join a family-friendly and highly supportive team
Job Source: Tempest JonesRecruit Wealth Ltd
Newcastle upon Tyne
Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Newcastle offices. The business is going from strength to strength with rapid growth and expansion due to securing Private Equity backing. Our client is a well-known, trusted brand and there has never been a better time to join them
Job Source: Recruit Wealth LtdFinlink Ltd
Newcastle Upon Tyne
This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the busines
Job Source: Finlink LtdIDEX Consulting Ltd
Newcastle Upon Tyne
Our clients are looking for a Paraplanner in Newcastle to join a growing financial planning firm that offer hybrid working and a unique earning potential.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
Job Source: IDEX Consulting LtdA for Appointments
Newcastle Upon Tyne
Exciting Paraplanner Opportunity in the North! Join an esteemed wealth management company, renowned for 15 years of industry leadership. Seeking an experienced Paraplanner to enrich their dynamic team. Perks: Competitive £30-40k salary (DOE) Enjoy 26 days annual leave plus birthday holiday and bank holidays Access to contributory pension scheme Com
Job Source: A for AppointmentsPremier Jobs UK Limited
Newcastle Upon Tyne
This hybrid-based Paraplanner job in Newcastle is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients. In addition, they regularly provide ca
Job Source: Premier Jobs UK LimitedNewcastle Upon Tyne
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.
Onboarding Paraplanner Supervisor jobs in Newcastle Upon Tyne
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