Diploma Qualified Support Specialist

1 week ago


Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

IDEX Consulting is seeking a highly skilled and experienced Diploma Qualified Paraplanner to join our team. This is a fantastic opportunity to work in a dynamic and inclusive environment, where you will be responsible for supporting Financial Advisers in delivering exceptional client service.

About the Role:
  • Provide support to Financial Advisers, reviewing fact finds, file notes, and client risk profile questionnaires to ensure comprehensive understanding of client requirements
  • Undertake quotes using in-house platforms or request quotes from external providers, analyzing data to inform suitability reports
  • Compile reports detailing recommended advice, discussing them with Financial Advisers and amending as necessary

In addition to your technical skills, we are looking for someone who can demonstrate excellent communication skills, with the ability to work effectively in a team and prioritize workload efficiently.

What We Offer:
  • Competitive salary up to £38k
  • Benefits package including 2 days home working and 3 days office based, Learning support and will pay for qualifications, Study groups, 5% pension, 4x DIS, PMI, Critical illness cover, Group protection
  • Ongoing training and development opportunities

We value diversity and inclusion and are committed to creating a workplace that reflects these values. If you are passionate about delivering exceptional client service and have a commitment to lifelong learning, we would love to hear from you.



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