Financial Services Assistant

1 week ago


Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

IDEX Consulting is a leading provider of financial services, seeking a highly skilled and experienced Diploma Qualified Paraplanner to join our team. This is a fantastic opportunity to work on challenging projects, develop your skills and knowledge, and contribute to the success of our organization.

About the Job:
  • Support Financial Advisers in delivering exceptional client service, reviewing fact finds, file notes, and client risk profile questionnaires
  • 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

We are looking for someone with excellent communication skills, who can work effectively in a team and prioritize workload efficiently. You will also need to demonstrate a commitment to lifelong learning and a passion for delivering exceptional client service.

Salary and Benefits:
  • 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

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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