Senior Paraplanner

3 days ago


Glasgow, United Kingdom IDEX Consulting Ltd Full time

Working with a Regional firm in search of a Diploma Qualified Paraplanner in Glasgow City Centre (hybrid role).

**Salary**: £40,000 - £50,000
As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios You will analyse the clients' aims and needs to construct solutions as a tool for advisors to communicateto clients. You will produce robust financial plans and analytical information. You will provide guidance to more junior team members and support senior team members as required to contribute to completion of tasks in a timely manner and to a high standardfor the team.
- Provides appropriate support for Financial Advisers / Financial Planners
- Processing of new and existing business

Adheres to Conduct Risk standards
- Preparation of client review and new client meetings
- Supports delivery of client service under the guidance of Financial Advisers / Financial Planners

Skills/Qualifications/Experience
You will be Level 4 Diploma in Regulated Financial Planning or equivalent.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.


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