Senior Financial Services Administrator

5 days ago


Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

We are seeking an experienced Paraplanner to join our IFA Practice in Edinburgh City Centre, working closely with our Financial Adviser to provide high-quality financial planning recommendations.

Responsibilities
  • Confirm risk profile, capacity for loss and knowledge and experience is determined and updated
  • Carry out technical calculations and prepare information and comparison for analysis by Financial Adviser

The ideal candidate will have a minimum of a Diploma in Financial Planning, with experience in a Paraplanner role in an independent environment.

Benefits
  • A competitive salary of £42,000 - £50,000 per annum, depending on experience
  • Opportunities for career advancement and professional development

IDEX Consulting strives for an inclusive company culture where everyone feels valued and supported.



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