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Financial Planning Assistant

2 months ago

Edinburgh, Edinburgh, United Kingdom IDEX Consulting Ltd Full time

About the Role:

We are seeking a highly skilled and experienced Paraplanner to join our team at IDEX Consulting Ltd. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering exceptional client service.

Key Responsibilities:

  • Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes.
  • Prepare complex research and recommendations across a wide range of Financial Planning solutions.
  • Prepare findings ahead of client meetings.
  • Preparing suitability reports based on suitable client outcomes.
  • Ad hoc project work.

Requirements:

  • Attained or working towards the Diploma in Regulated Financial Planning.
  • Experience working in a financial services environment.
  • Strong understanding of financial products and services.
  • Excellent administrative, research, report writing skills.

What We Offer:

As a Paraplanner at IDEX Consulting Ltd, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and contribute to the success of our business.