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Paraplanner

2 months ago

Glasgow, Scotland, United Kingdom Idex Consulting Full time

My Client is currently looking for an experienced Paraplanner to join their business in Glasgow

THE ROLE

  • To prepare written advice and provide technical research services to a team of Advisors and partners
  • To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner
  • Regularly participate in team meetings, including highlighting issues and owning actions through to resolution
  • Assist with any new business initiatives, as required
  • Proactive in suggesting improvements for the continuing progression of the team and Company
  • Strong technical knowledge and research of financial services products
  • Relevant experience in a Wealth Management environment
  • Effective communication, both verbally and in writing
  • Effective drafting of client advice
  • Ability to attend client meetings



THE CANDIDATE

  • Ideally Diploma level (or equivalent)
  • The candidate must have full paraplanning experience
  • Experience in a fee based environment
  • Discretionary management, cash flow modelling and financial planning, analysis of existing investments and able to formulate advice with the Wealth Adviser
  • Experience in report writing and research (ideally pre-sale)

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.