Paraplanner/Associate Financial Planner

A quite rare opportunity has arisen with a leading business who are looking additional headcount within their Newcastle offices.This role will suit somebody with current or recent Paraplanning experience who is looking to, or has started to transition their career into financial planning. Whilst the day to day role will have technical paraplanning responsibilities, this position has been created to pro-actively assist development and offer a genuine path to progress your career, working with highly affluent and high net worth clients.Duties includeGathering client information and documentation to support advice preparation while conducting technical research across a wide range of financial products and solutionsPreparing suitability reports and supporting documentation for Financial PlannersMaintain comprehensive and up-to-date client recordsSupport the senior Financial Planning team and be integrated into client meetingsSupport and attend networking events, designed to showcase the business and attract new clients With longevity demonstrated through the team, this is a great opportunity for an aspiring Financial Planner who is looking for stability and direction within your career.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 ..... full job details .....