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Paraplanner

4 months ago

Aberdeen, Aberdeen City, United Kingdom Idex Full time

A new opportunity has arisen for a Paraplanner for a successful IFA based in Aberdeen.
The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role.

Responsibilities:

  • Support the Financial Planners to enable the achievement of targets and meet client expectations
  • Full analysis of client requirements, development of cash flow models and accurate recording of client data
  • Research in preparation of client recommendations
  • Prepare suitability reports and letters
  • Schedule and prepare client reviews, updating cash flow models, performance analysis, production of supporting reports and identifying opportunities and threats
  • Liaise with clients by telephone, email, letter and attend meetings
  • Liaise with other professional Advisers e.g. Solicitors and Accountants


Skills and qualifications:

  • Attained or working towards the Diploma in Regulated Financial Planning
  • Experience working in a financial services environment
  • Strong understanding of financial products and services
  • Excellent administrative, research, report writing
  • Proficient in the use of Microsoft Office

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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.