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Paraplanner
IDEX Consulting LtdGlasgow, Lanarkshire, UK11 days ago
Job type
- Full-time
Job descriptionLevel 4 qualification - CII, Diploma in Financial Planning / Regulated Financial Planning or equivalent Experience in paraplanning Strong understanding of financial planning principles and processes Excellent written and verbal communication skills, with the ability to explain complex financial concepts Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependent)
My client is currently looking for an experienced Paraplanner to join their business - can be based in Edinburgh or Glasgow office THE ROLE
- Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions
- Conduct thorough technical research to support financial recommendations
- Maintain accurate and up-to-date client records
- Attend client meetings to support Financial Planners in presenting cash-flow modelling and addressing technical queries
- Manage processes and tasks in compliance with FCA guidelines and internal procedures
- Assist in the preparation of client presentations and supporting documentation
- Stay abreast of industry developments, regulatory changes, and best practices in financial planning
Qualifications :
Salary & Benefits :
Generous ho...
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Paraplanner • Glasgow, Lanarkshire, UK