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Job description

Idex Consulting have an opportunity for an experienced Paraplanner to be based in Edinburgh
Purpose - to assist the financial planning team and Investment Managers in all aspects of client work.

  • Work closely with Financial Planners to help prepare and implement advice for clients including preparing draft suitability reports, statements of ongoing suitability and annual wealth management reports
  • Responding to client technical queries in relation to a full advice proposition, including offshore bonds, pensions and tax-led investments, as well as drafting report letter commentary and preparing all associated paperwork
  • Assist in compiling financial planning and investment proposals, taking responsibility for any additional bespoke work being proposed such as cash-flow modelling
  • Liaise with Financial Planning Administrators and Private Client Associates to prepare new client and annual review client packs
  • Maintain compliant advice files in practice management system (Xplan)
  • Attend client meetings where appropriate and draft meeting notes for advice files
  • Liaise with third party stakeholders such as Accountants, Lawyers and service providers where relevant to provide/obtain information for mutual clients
  • Provide technical support to Financial Planners and Investment Managers
  • Keep up to date with FCA rules and regulations
  • Participate in any projects and relevant business initiatives
  • Client focused, delivering a high standard of client service
  • Proficient in standard industry advice and research tools: Selectapension, Cashflow Modelling (preferably Voyant), FE Analytics
  • Experience of defined benefit pension advice
  • Team player
  • Ability to work with minimum supervision whilst managing multiple and conflicting deadlines
  • Proficient in MS Word/Excel
  • Minimum of 2 years in a Paraplanning role
  • Understanding of the annual FCA ongoing suitability process and experience providing support
  • Knowledge of Xplan (or similar practice management systems) would be beneficial
  • Good working knowledge of all Microsoft Office applications specifically Excel
  • Candidates must have attained minimum level 4 diploma in financial planning (or equivalent) with desire to achieve level 6 and chartered status

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