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SENIOR PARAPLANNER ABERDEEN

IDEX Consulting Ltd
Job LocationAberdeen
EducationNot Mentioned
Salary£25,000 - £42,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

*Paraplanner Aberdeen*I am working for an Award winning IFA with a large office in Aberdeen for a Senior Paraplanner to join the established teamThe role will involve the following

  • Obtain illustrations, related documentation and forms to support suitability reports
  • Preparation of draft annual review letters including re-balancing of portfolios, drawdown reviews, investments, pension transfers, estate planning (IHT), VCTs and EIS etc.
  • Manage pipeline reports, updating workflows as required.
  • Ability to assess client needs and support an appropriate advice solution with guidance from the Planner
  • Work with the Planner to technically validate advice provided and pro-actively challenge where necessary
  • Assist the Planner with research and creation of client suitability reports in a timely, accurate and efficient manner.
  • Ensuring all documentation explains to clients as clearly as possible pros and cons of advice given, and ensuring that all regulatory obligations have been adhered to.
    • In return you will receive a highly competitive package and be part of a growing organisation who have very exciting plans.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 full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Required skills
  • paraplanning
  • Para Planner
  • Paraplanner
  • Para-planner
  • para planning

    • Keyskills :
    paraplanning Para Planner Paraplanner Para-planner para planning

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