Financial Services Advisor
1 week ago
We are seeking an experienced Paraplanner to join our team at IDEX Consulting Ltd in Glasgow. The successful candidate will be responsible for preparing written advice and providing technical research services to Advisors and partners.
Key Responsibilities
• Prepare high-quality client advice and ensure efficient delivery
• Participate in team meetings, highlighting issues and owning actions through resolution
• Assist with new business initiatives as required
• Proactively suggest improvements for the team's progression and company growth
Requirements
• Ideal Diploma level qualification (or equivalent)
• Full paraplanning experience
• Experience in a fee-based environment
• Discretionary management, cash flow modelling, and financial planning analysis skills
• Ability to formulate advice with the Wealth Adviser
• Report writing and research experience (ideally pre-sale)
Benefits
A competitive salary and bonus package is offered.
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