Paraplanner - Edinburgh, United Kingdom - IDEX Consulting Ltd
Description
As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios You will analyse the clients' aims and needs to construct solutions as a tool for advisors tocommunicate to clients.
You will produce robust financial plans and analytical information.You will provide guidance to more junior team members and support senior team members as required to contribute to completion of tasks in a timely manner and to a highstandard for the team.
- Provides appropriate support for Financial Advisers / Financial Planners
- Processing of new and existing business
- Preparation of client review and new client meetings
- Supports delivery of client service under the guidance of Financial Advisers / Financial Planners
You will be Level 4 Diploma in Regulated Financial Planning or equivalent.
Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit.
Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies.
For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.More jobs from IDEX Consulting Ltd
-
Area Director
Glasgow, United Kingdom - 3 weeks ago
-
Principal Pension Administrator
Manchester, United Kingdom - 23 hours ago
-
Capital Markets
Greater London, United Kingdom - 3 weeks ago
-
Property Litigation solicitor
Bristol, United Kingdom - 5 days ago
-
Mergers & Acquisition Consultant
Manchester, United Kingdom - 1 week ago
-
Construction Litigation Lawyer 6+ PQE
London, United Kingdom - 3 weeks ago