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Trainee Paraplanner

IDEX Consulting Ltd
Job LocationEdinburgh
EducationNot Mentioned
Salary25,000 - 35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Idex Consulting have a new opportunity for an Trainee Paraplanner to join a large, modern IFA practice in EdinburghAbout The RoleTo assist the Financial Planning team and Investment Managers in all aspects of client work.Responsibilities:

  • Work closely with Financial Planners to help prepare and implement advice for clients including preparing draft suitability reports, statements of ongoing suitability and annual wealth management reports
  • Responding to client technical queries in relation to a full advice proposition, including offshore bonds, pensions and tax-led investments
  • Responsible for a bank of Wealth Management, Family Office, and Transactional Financial Planning clients
  • Assist in compiling financial planning and investment proposals, taking responsibility for any additional bespoke work being proposed such as cash-flow modelling
  • Liaise with Financial Planning Administrators and Private Client Associates to prepare new client and annual review client packs
  • Maintain compliant advice files in Practice Management System (Xplan)
  • Attend client meetings where appropriate, and draft meeting notes for advice files
  • Liaise with third party stakeholders such as accountants, lawyers and service providers where relevant to provide/obtain information for mutual clients
  • Provide general technical support to Financial Planners and Investment Managers
  • Keep up to date with FCA rules and regulations
  • Complete monthly compliance modules in timely fashion before deadlines
  • Participate in any projects and relevant business initiatives when required
  • Continually look at ways to enhance operational systems and procedures to maximise efficiencies e.g. Xplan (practice management system)
Qualifications
  • Candidates must be level 4 diploma in financial planning (or equivalent) or working towards
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 fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Keyskills :
paraplanningPara PlannerParaplannertrainee paraplannerPara-plannerSenior Paraplannerpara planning

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