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PurposeWorking closely with 2-3 Advisers within the group supporting them with their workloads and the day to day activities and ongoing support for both new and existing clients.Responsibilities
- Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings, attending meetings and completing the relevant post meeting documentation
- Creating Statements of Suitability for clients post meeting and ensure the annual review process is
- Producing new business reports including ISA/GIA top ups and pension transfers
- Creating ad hoc letters for clients including fund switches and withdrawals
- Support the Advisers with new business processing and onboarding journey on the CRM system
- Maintain compliant advice files in Practice Management System (Xplan)
Knowledge & Experience
- Experience in report writing is essential
- Experience in a Financial Services company
- Product knowledge of pensions, bonds and other wrappers
- Experience in the on-boarding journey of a new client
- Good working knowledge of all Microsoft office applications specifically Excel
- Good knowledge of operational administration including settlement and transfers
Qualifications:
- CII Level 4 Financial Planning qualification or working towards
This role is based in Edinburgh for a Paraplanner on a 12 months Fixed Term Contract.
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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.
