Pension Paraplanner

2 weeks ago


Glasgow, United Kingdom IDEX Consulting Full time

A new and very exciting opportunity has arisen within this highly regarded accountancy practice with an excellent wealth planning arm.
We are looking for a high end paraplanner who will provide technical support to a Senior Adviser, completing analysis and research and preparing recommendations for products.
Completing initial information gathering and analysis on existing products
Provide research via the Select-a-pension report
Gathering illustrations, fund factsheets and Key Features Documents
Cash flow planning
Tax calculations

Visit the IDEX Consulting Ltd website for further opportunities. 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. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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