Paraplanner - Edinburgh, United Kingdom - IDEX Consulting Ltd

IDEX Consulting Ltd

Verified Company

Edinburgh, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Working with a Regional firm in search of a Diploma Qualified Paraplanner in Edinburgh City Centre (hybrid role).

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 to communicateto 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 high standardfor the team.

Provides appropriate support for Financial Advisers / Financial Planners
Processing of new and existing business

Adheres to Conduct Risk standards

Preparation of client review and new client meetings
Supports delivery of client service under the guidance of Financial Advisers / Financial Planners

Skills/Qualifications/Experience
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.

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