Senior Financial Support Specialist

2 weeks ago


Glasgow, Glasgow City, United Kingdom Idex Consulting Full time

Job Summary

Idex Consulting is seeking a detail-oriented and organized Paraplanning Assistant to support our National Financial Planning business. This role is ideal for individuals who enjoy working with data, researching products, and preparing application forms.

Key Responsibilities

As a Paraplanning Assistant, you will be responsible for:

  • Obtaining information on existing policies, including issuing letters of authority and chasing up providers.
  • Producing new business illustrations using our software or 3rd party tools.
  • Preparing information and comparisons for analysis by the Paraplanner and Adviser.
  • Requesting and obtaining application forms and associated paperwork.
  • Ensuring accurate data recording on our back-office system and updating in line with company procedures.

Requirements

To succeed in this role, you will need:

  • Understanding of the Financial Planning process.
  • Ability to work within defined business processes and achieve agreed outcomes without supervision.
  • Ability to multi-task and prioritize your workload.
  • An assertive approach to dealing with product providers and fund management groups.
  • Strong IT skills in Word, Excel, and our in-house and 3rd party software tools.
  • Effective verbal and written communication skills.

About Us

Idex Consulting is a dynamic and growing National Financial Planning business. We offer an excellent salary and bonus for the successful candidate, as well as opportunities for career development and growth.



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