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Divisional Director Financial Services at IDEX Consulting Ltd
We are looking for an experienced Paraplanner to join this excellent business in Glasgow.
You will have the opportunity to work mostly remotely (2-3 days a month in the office or more if you prefer).
THE ROLE
* Prepare written advice and provide technical research services to a team of Advisors and partners.
* Ensure that advice for clients (both internal and external) is of the highest quality and delivered efficiently.
* Participate in team meetings, highlighting issues and owning actions through to resolution.
* Assist with new business initiatives as required.
* Proactively suggest improvements for the team's and company's ongoing development.
* Maintain strong technical knowledge and research skills in financial services products.
* Communicate effectively, both verbally and in writing.
* Draft client advice effectively.
* Attend client meetings as needed.
THE CANDIDATE
* Ideally hold a Diploma or equivalent qualification.
* Have full paraplanning experience.
* Experience in a fee-based environment.
* Experience with discretionary management, cash flow modelling, financial planning, analysis of investments, and formulating advice with Wealth Advisers.
* Experience in report writing and research, ideally pre-sale.
In return, you will receive a competitive salary package and excellent bonus opportunities.
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Administrative, Writing/Editing, and Consulting
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