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Paraplanner

IDEX Consulting Ltd
Job LocationAberdeen
EducationNot Mentioned
Salary£30,000 - £45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

A new opportunity has arisen for a Paraplanner for a successful IFA based in Aberdeen.The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role.Responsibilities:

  • Support the Financial Planners to enable the achievement of targets and meet client expectations
  • Full analysis of client requirements, development of cash flow models and accurate recording of client data
  • Research in preparation of client recommendations
  • Prepare suitability reports and letters
  • Schedule and prepare client reviews, updating cash flow models, performance analysis, production of supporting reports and identifying opportunities and threats
  • Liaise with clients by telephone, email, letter and attend meetings
  • Liaise with other professional Advisers e.g. Solicitors and Accountants
Skills and 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
  • Proficient in the use of Microsoft Office
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 IDEXConsulting 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 measurableeffort. We are committed to driving conscious inclusion across our business and creating equitable pathways.Required skills
  • 1Paraplanning
  • 1Para Planner
  • 1Paraplanner

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