Paraplanner

IDEX Consulting Ltd

Posted a day ago, valid for 2 days

Glasgow, City of Glasgow G62 6EP, Scotland

£35,000 - £42,000 per annum

Full Time

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Sonic Summary

An exciting opportunity has arisen for an experienced Paraplanner at a well-known and award-winning IFA Practice.
Candidates must have a Level 4 diploma or be close to completing it, along with relevant experience.
The role involves performing research, preparing client suitability letters, and ensuring accurate implementation of recommendations.
The position offers a competitive salary and a great benefits package in a supportive team environment.
IDEX Consulting Ltd emphasizes diversity, equity, and inclusion in their company culture.

An exciting opportunity has arisen for an experienced Paraplanner for a well-known and award winning IFA Practice.You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package.They are requiring a Paraplanner with experience to support the successful Financial Planners of the business. You MUST have level 4 diploma or be close to completing. You will be responsible for performing research, obtaining illustrations, using analytical software, preparing client suitability letters and financial report writing, ensuring recommendations are implemented accurately, checking trades on investment platforms, overseeing annual reviews and client liaison.In return you will receive a really competitive salary and join a well-run business with great job satisfaction.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.

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