A new and really exciting opportunity has arisen to work with a top producing IFA to work 1-2-1 on their reports and research.

You will be involved in the following:

• Prepare research and complete both review and recommendation reports for the following:
• Pension switch/transfer recommendations.
• Arrangement of SIPPs/SSAS pension plans
• Pension Drawdown and pension income withdrawal planning
• Pension Annual Allowance and Lifetime Allowance planning reports, including the use of Lifetime Allowance protection.
• IHT and Estate planning recommendations via the use of Trusts, Tac Allowances and tax planning vehicles such as EIS/VCT etc
• Investment withdrawalplanning and tax planning, includinf on and offshore investment bond surrenders/withdrawals and Capital Gains Tax planning
• Corporate investment planning and corporate protection, including Keyman Insurance, Relevant Life and Group Schemes.

Ideally you will be minimum diploma qualified and working towards Chartered. You will be joining a very exciting IFA practice in Glasgow.

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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.