Overview
An exciting opportunity has arisen for an experienced IFA Administrator/Paraplanner to join a well-established and respected IFA practice in Edinburgh.
Responsibilities
* Conduct research and obtain illustrations
* Use analytical software for financial planning
* Prepare client suitability letters and financial reports
* Ensure recommendations are implemented accurately
* Check trades on investment platforms
* Oversee annual reviews and maintain client liaison
Qualifications
* Level 4 Diploma qualified, or close to completion
* Proven experience in a paraplanning or IFA administration role
* Strong attention to detail and organisational skills
Benefits
* Competitive salary of £35,000
* Opportunity to work in a well-run, client-focused business
This is an excellent opportunity to progress your career in paraplanning with a reputable firm.
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 IDEX Consulting 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 measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
#J-18808-Ljbffr