- Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes
- Prepare complex research and recommendations across a wide range of Financial Planning solutions
- Prepare findings ahead of client meetings
- Preparing suitability reports based on suitable client outcomes
- Ad hoc project work
- Attained or working towards the Diploma in Regulated Financial Planning
- Experience working in a financial services environment
- Strong understanding of financial products and services
- Excellent administrative, research, report writing
Paraplanner - Lossiemouth, United Kingdom - Idex
Description
A new opportunity has arisen for a Paraplanner for a successful IFA firm based in Lossiemouth.
The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role.
Remote working - must be available to travel to office based Lossiemouth for initial training.
Responsibilities:
Skills & Qualifications:
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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.