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IFA Admin/Trainee Paraplanner

Job description

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.

They are looking for an individual who is keen to train to become a paraplanner.

They have a lovely new office in Glasgow city centre.

They are looking for someone to provide high quality technical financial services administration and analytical support to successful Financial Planners in the business.

You will be responsible for processing and monitoring technical business, both new and existing.

You will have the opportunity to work in a supportive team environment where progression is strongly supported.

In addition, you will be provided with study support for CII qualifications and a competitive salary. They will put you through the process to become a paraplanner.

Candidates need to have previous experience within an IFA or equivalent and a professional communication manner.

Working towards your diploma in financial services is desired.

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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.