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Administrator/Trainee Paraplanner, Edinburgh
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Client:
IDEX Consulting
Location:
Edinburgh, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
5848361e1766
Job Views:
6
Posted:
19.08.2025
Expiry Date:
03.10.2025
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Job Description:
A really exciting opportunity has arisen for a Trainee Paraplanner within this large IFA business based in Edinburgh.
You must have some experience in the IFA Industry and be working towards your diploma in financial services.
The role will involve:
* Report writing for a variety of financial services products including ISAs and pensions
* Platform work including switches on Quilter/Transact/Parmenion
* Developing and maintaining effective relationships with clients, colleagues, and product providers.
* Being a point of contact for Advisers, Clients, Insurance Companies, and third-party providers.
* Receiving incoming calls and dealing with them efficiently or redirecting as appropriate.
* Maintaining client records on Intelligent Office (IO) to ensure they are up-to-date and accurate.
* Updating client information on Intelligent Office and informing advisers accordingly.
* Ensuring all client letters, company information, and correspondence are uploaded to Intelligent Office, named following company procedures, and allocated to the correct client.
* Providing valuation tables and review packs to advisers in a timely manner, ensuring information is current and accurate.
* Asking the correct questions to obtain full and up-to-date details of client plans.
* Working towards becoming a full Paraplanner with support.
In return, you will receive an excellent salary, bonus, and an opportunity to join one of Scotland's fastest-growing IFA businesses.
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