Job description
Are you an experienced IFA Administrator looking to take the next step in your career?
Idex Consulting is recruiting for a highly respected Independent Financial Advice (IFA) practice based in the heart of Milngavie.
Known for their client-first approach and professional excellence, they are looking for a motivated individual to join as a Trainee Paraplanner.
This isn't just a job; it's a structured career path. They will provide the mentorship, resources, and financial support you need to achieve your Level 4 Diploma in Financial Planning and transition into a fully-fledged Paraplanner.
The Role
Working closely with their Financial Planners and senior technical team, you will bridge the gap between administration and technical research. Your responsibilities will evolve as you learn, including:
- Technical Support: Assisting in the preparation of suitability reports and client annual reviews.
- Research: Conducting provider and product research (Pensions, Investments, and Protection).
- Data Management: Ensuring client files are compliant and all "Know Your Client" (KYC) information is accurate.
- Client Liaison: Acting as a professional point of contact for high-net-worth clients and providers.
What They Are Looking For
- Experience: You must have previous experience working within an IFA or Wealth Management environment in an administrative capacity.
- Ambition: You are career-driven and committed to sitting your R0 exams to achieve the Level 4 Diploma.
- Precision: You have an eagle eye for detail and take pride in the accuracy of your work.
- Location: You are based in or within easy commuting distance of Milngavie.
Why Join Them?
- Full Study Support: They cover the costs of your exams, study materials, and provide dedicated study leave.
- Mentorship: Work directly with senior planners who are invested in your professional growth.
- Work-Life Balance: Enjoy the benefits of a local, friendly office atmosphere without the gruelling city-centre commute.
- Competitive Salary: Generous starting salary plus a performance-based bonus and pension.
How to Apply
If you are ready to stop "just doing admin" and start building a career in technical financial planning, we want to hear from you.
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.
