SonicJobs Logo
Left arrow iconBack to search
Exclamation markThis job is no longer availableReasons could include: the employer is not accepting applications, is not actively hiring, or is reviewing applications

Paraplanner

IDEX Consulting Ltd
Posted a month ago
Location

Glasgow, City of Glasgow G62 6EP, Scotland

Salary

£25,000 - £35,000 per annum

info
Contract type

Full Time

Idex Consulting are working with a large Glasgow Chartered IFA practice who are looking for a new Paraplanner.You will be preparing personalised financial plans for clients including:

  • Investment of new monies
  • Review suitability of existing arrangements
  • Retirement income strategies
  • Defined benefit transfer advice
  • Tax and inheritance tax planning
  • Annual reviews

Using cash-flow planning tools to analyse client's position and using this as a base to formulate advice.Whole of market research for suitable products including discretionary investment portfolios and investment funds.Technical calculations such as chargeable gains on investment bonds, capital gains tax, pension carry forward and inheritance tax.Submission of new business to providers/platforms work closely with:

  • Wealthtime (previously Novia)
  • Standard Life
  • P1 Platform
  • Royal London
  • Quilter
  • Prudential
  • M&G Wealth Platform
  • Scottish Widows
  • Maintaining compliant client files
  • Delegating work to paraplanning and admin team
  • Providing support and guidance to trainees, Paraplanners and Advisers to formulate advice
  • Peer checking Paraplanner reports and calculations

In return you will receive an excellent package and highly flexible working arrangements.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

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.


Explore these related job opportunities