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PARAPLANNER

IDEX Consulting Ltd
Job LocationGlasgow
EducationNot Mentioned
Salary£40,000 - £45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Idex Consulting have an opportunity for a paraplanner to join this firm in their Glasgow office. This is an opportunity to join a successful close-nit team where you will provide paraplanning support to the advisers.You will have a variety of responsibilities which will include

  • Preparing and maintaining client files
  • Keeping in contact with the client and managing their queries
  • Attend client meetings with the adviser
  • Research recommendations and prepare client reports
Suitable applications will have their Level 4 diploma or be working towards this and ideally be currently working as a paraplanner, although applications from experienced administrators looking to progress could also be considered.Our client has budgeted a generous salary along with a benefits package. Career progression is also available in the future.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.

Keyskills :
paraplanningPara PlannerParaplannerPara-plannerpara planning

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