- Posted 18 July 2024
- Salary£40000.00 - £55000.00 per annum
- LocationEdinburgh
- Job type Permanent
- DisciplineFinancial Services
- Expiry 26 October 2024
- Reference42206_1721315443
Paraplanner
Job description
A new opportunity has arisen for a Paraplanner for a successful IFA firm based in Edinburgh.
The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role.
Responsibilities:
- Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes
- Prepare complex research and recommendations across a wide range of Financial Planning solutions
- Prepare findings ahead of client meetings
- Preparing suitability reports based on suitable client outcomes
- Ad hoc project work
Skills & Qualifications:
- Attained or working towards the Diploma in Regulated Financial Planning
- Experience working in a financial services environment
- Strong understanding of financial products and services
- Excellent administrative, research, report writing
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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.
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