Paraplanner
1 week ago
As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing.
You be working with pensions, investments, tax and protection products and will be dealing with a wide variety of different types of clients including high net worth.
You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.
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.
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Paraplanner
1 month ago
Aberdeen, Aberdeen City, United Kingdom Idex Full timeA 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 expectationsFull analysis of...
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Paraplanner
4 weeks ago
Aberdeen, Aberdeen City, United Kingdom Idex Full timeA 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 expectationsFull analysis of...
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Paraplanner
4 weeks ago
Aberdeen, Aberdeen City, United Kingdom Idex Full timeA 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 expectationsFull analysis of...
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Financial Paraplanner
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom Acumen Financial Planning Full timeWe are currently looking for a Paraplanner to join our team in Aberdeen, on a hybrid basis. Acumen Financial Planning provides client families with an exemplary financial planning service, and as one of the leading independent firms in the UK, we are looking for exceptional Paraplanners tojoin our award-winning teams.The purpose of this role is to support...
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Paraplanner
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom Thornbury Recruitment Ltd Full timeParaplanner - AberdeenSalary up to £40,000 - Depending on experienceExperienced Paraplanner required by a growing wealth management company in Aberdeen, to provide technical support to a team of financial planners. This firm provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirementplanning, inheritance tax...
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Paraplanner
1 month ago
Aberdeen, Aberdeen City, United Kingdom Idex Full timeThis role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function.Your duties will include but will not be limited to: Review fact finds, file notes, client risk...
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Paraplanner
4 weeks ago
Aberdeen, Aberdeen City, United Kingdom Idex Full timeThis role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function.Your duties will include but will not be limited to: Review fact finds, file notes, client risk...
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Financial Administrator
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom Cammach Bryant Full timeOur client is looking for a Financial Administrator on a permanent basis, located in Aberdeen.ROLEThe purpose of the Financial Administrator is to provide support to the Practice, ensuring business is processed in an efficient and timely manner whilst providing clients with the highest levels of customer service.RESPONSIBILITIES Arrange review meetings with...
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Trainee/Junior Financial Adviser
1 month ago
Aberdeen, Aberdeen City, United Kingdom Idex Full timeAre you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?Idex consulting are looking for someone who is passionate about great client service to join this Large IFA.If you would like a role that combines advice and...
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Trainee/Junior Financial Adviser
4 weeks ago
Aberdeen, Aberdeen City, United Kingdom Idex Full timeAre you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?Idex consulting are looking for someone who is passionate about great client service to join this Large IFA.If you would like a role that combines advice and...
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IFA Administrator
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full time £22,000 - £28,000IFA Administrator £22,000 to £28,000 plus benefits and exam support IFA Administrator required by this highly successful firm of Financial Advisors that provides advice to HNW Private Clients across investments, retirement planning and tax. The firm offers an excellent salary, core and flexible benefits, full exam support for those that want to study plus...
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Financial Services Administrator
4 weeks ago
Aberdeen, Aberdeen City, United Kingdom Idex Full timeYou will be part of a team providing support many financial advisers and will be dealing with all financial products such as pensions and investments. Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systemsAnalysis: comparing products and providers with Financial Express...
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Financial Services Administrator
1 month ago
Aberdeen, Aberdeen City, United Kingdom Idex Full timeYou will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments.Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systemsAnalysis: comparing products and providers with Financial Express...
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Financial Services Administrator
1 month ago
Aberdeen, Aberdeen City, United Kingdom Idex Full timeYou will be part of a team providing support many financial advisers and will be dealing with all financial products such as pensions and investments. Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systemsAnalysis: comparing products and providers with Financial Express...
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Financial Services Administrator
4 weeks ago
Aberdeen, Aberdeen City, United Kingdom Idex Full timeYou will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments.Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systemsAnalysis: comparing products and providers with Financial Express...
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Adviser Support
4 days ago
Aberdeen, Aberdeen City, United Kingdom Idex Full timeYou will be part of the Adviser Support & Paraplanning team, you'll be at the forefront of delivering excellent customer service to our large client bank across the country, ensuring work is processed accurately and on time. Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software...
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Paraplanner
3 weeks ago
Aberdeen, United Kingdom GCB Recruitment Full timeMy client is currently looking for a Paraplanner to join their growing team. This individual will provide a full paraplanning function to Planners, ensuring client service and compliance are always delivered. **The successful Paraplanner will be offered**: - Salary of up to £40,000 depending on experience. - 28 days holiday + closure for Christmas - An...
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Paraplanner
2 weeks ago
Aberdeen, United Kingdom IDEX Consulting Ltd Full timeWe are looking for an experienced Paraplanner to join a well-established Independent Financial Adviser firm based in Aberdeen.As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing.You be working with pensions, investments, tax and protection products and...
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Paraplanner
4 weeks ago
Aberdeen, United Kingdom Premier Jobs UK Limited Full timeThis remote based Paraplanner job in Scotland is an opportunity to join a rapidly growing financial planning firm. You will be providing a full paraplanning function to their Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...
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Paraplanner
4 weeks ago
Aberdeen, United Kingdom Idex Full timeWe are looking for an experienced Paraplanner to join a well-established Independent Financial Adviser firm based in Aberdeen.As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing.You be working with pensions, investments, tax and protection products and...
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Paraplanner
3 weeks ago
Aberdeen, United Kingdom IDEX Consulting Ltd Full timeAn exciting opportunity has arisen for an experienced Paraplanner to be based in Aberdeen office for one of the top practices in Scotland. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Paraplanner with experience to support the...
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Paraplanner
1 month ago
Aberdeen, United Kingdom Idex Full timeA 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 expectationsFull analysis of...
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Paraplanner
4 weeks ago
Aberdeen, United Kingdom Idex Full timeA 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 expectationsFull analysis of...
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Paraplanner
3 weeks ago
Aberdeen, United Kingdom Idex Full timeThis role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function.Your duties will include but will not be limited to: Review fact finds, file notes, client risk...
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Financial Services Administrator
3 months ago
Aberdeen, United Kingdom Lusona Consultancy Full timeLusona Financial Services are looking to attract a Financial Services Administrator to join a leading IFA who are looking to add administration support to their office in Aberdeen. The business can proudly boast of providing high standards of financial advice to both private and business clients and has robust systems and processes that have been in place...
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Financial Services Administrator
2 weeks ago
Aberdeen, United Kingdom JohnstonGreer Full timeFinancial Services Administrator £24,000 to £28,000 plus benefits IFA Administrator required by this firm of Financial Planners that provides advice to Private and Business clients across a range of financial planning. They have expanded and moved to new city centre offices, and the growth continues with the addition of the next member of the support...
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Trainee/Junior Financial Adviser
1 month ago
Aberdeen, United Kingdom Idex Full timeAre you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?Idex consulting are looking for someone who is passionate about great client service to join this Large IFA.If you would like a role that combines advice and...
-
Financial Services Administrator
3 weeks ago
Aberdeen, United Kingdom Idex Full timeYou will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. **Responsibilities**: - Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems - Analysis: comparing products and providers with...
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Adviser Support
2 weeks ago
Aberdeen, United Kingdom IDEX Consulting Ltd Full timeYou will be part of the Adviser Support & Paraplanning team, you'll be at the forefront of delivering excellent customer service to our large client bank across the country, ensuring work is processed accurately and on time. Responsibilities: Supporting Paraplanners/Planners: collating information to support financial planning processes using various...
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Adviser Support
4 weeks ago
Aberdeen, United Kingdom Idex Full timeYou will be part of the Adviser Support & Paraplanning team, you'll be at the forefront of delivering excellent customer service to our large client bank across the country, ensuring work is processed accurately and on time. Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software...
-
Adviser Support
1 month ago
Aberdeen, United Kingdom Idex Full timeYou will be part of the Adviser Support & Paraplanning team, you'll be at the forefront of delivering excellent customer service to our large client bank across the country, ensuring work is processed accurately and on time. Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software...
-
Financial Services Administrator
1 month ago
Aberdeen, United Kingdom Idex Full timeYou will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments.Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systemsAnalysis: comparing products and providers with Financial Express...
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Financial Services Administrator
4 weeks ago
Aberdeen, United Kingdom Idex Full timeYou will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments.Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systemsAnalysis: comparing products and providers with Financial Express...
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Administrator
4 days ago
Aberdeen, United Kingdom Heat Recruitment Full timeAdministratorAberdeenUp to £28,000 (depending on experience)Monday - Friday Do you feel like there is no career path to follow in order to progress and develop? Are you looking to be part of a larger firm with likeminded people around you? Feeling under-appreciated for the work you do? If any of the above statements are true then this may be the role for...
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Administrator
2 weeks ago
Aberdeen, United Kingdom Heat Recruitment Full timeAdministratorAberdeenUp to £28,000 (depending on experience)Monday - Friday Do you feel like there is no career path to follow in order to progress and develop? Are you looking to be part of a larger firm with likeminded people around you? Feeling under-appreciated for the work you do? If any of the above statements are true then this may be the role for...
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Administrator
4 days ago
Aberdeen, United Kingdom Heat Recruitment Full timeAdministratorAberdeenUp to £28,000 (depending on experience)Monday - Friday Do you feel like there is no career path to follow in order to progress and develop? Are you looking to be part of a larger firm with likeminded people around you? Feeling under-appreciated for the work you do? If any of the above statements are true then this may be the role for...