Paraplanner

IDEX Consulting Ltd

Glasgow, Scotland, United Kingdom

We are looking looking for an experienced Paraplanner to join this excellent business in Glasgow You will have the opportunity to mostly work remote (2-3 days a month in the office or more if you prefer) THE ROLE To prepare written advice and provide technical research services to a team of Advisors and partners To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner Regularly participate in team meetings, including highlighting issues and owning actions through to resolution Assist with any new business initiatives, as required Proactive in suggesting improvements for the continuing progression of the team and Company Strong technical knowledge and research of financial services products Relevant experience in a Wealth Management environment Effective communication, both verbally and in writing Effective drafting of client advice Ability to attend client meetings THE CANDIDATE Ideally Diploma level (or equivalent) The candidate must have full paraplanning experience Experience in a fee based environment Discretionary management, cash flow modelling and financial planning, analysis of existing investments and able to formulate advice with the Wealth Adviser Experience in report writing and research (ideally pre-sale) In return you will receive a top rate salary package and excellent bonus.

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