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Senior Paraplanner

4 months ago

United Kingdom IDEX Consulting Ltd Full time

I am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team.

The role will involve the following:

  • Obtain illustrations, related documentation and forms to support suitability reports
  • Preparation of draft annual review letters including re-balancing of portfolios, drawdown reviews, investments, pension transfers, estate planning (IHT), VCTs and EIS etc.
  • Manage pipeline reports, updating workflows as required.
  • Ability to assess client needs and support an appropriate advice solution with guidance from the Planner
  • Work with the Planner to technically validate advice provided and pro-actively challenge where necessary
  • Assist the Planner with research and creation of client suitability reports in a timely, accurate and efficient manner.
  • Ensuring all documentation explains to clients as clearly as possible pros and cons of advice given, and ensuring that all regulatory obligations have been adhered to.

In return you will receive a highly competitive package and be part of a growing organisation who have very exciting plans.