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PARAPLANNER

PARAPLANNER

IDEX ConsultingGlasgow, Scotland, United Kingdom
30+ days ago
Job type
  • Full-time
Job description

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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 :

  • Level 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

    • Salary & Benefits :

  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave
  • Fully funded training towards professional qualifications

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    Paraplanner • Glasgow, Scotland, United Kingdom