Paraplanner

A very rare position has arisen at this excellent IFA practice in Uddingston.

This firm is extremely well thought of in the industry and it is an exciting time for a new Paraplanner to join.

They work on a hybrid basis with 2 days in the office, 3 at home.

The role is really varied and some of the duties include:

• Support the Adviser in ensuring the annual ongoing suitability targets are met.
• Create Annual Suitability Reports and ensure the annual review process is completed on time.
• Review fact finds, file notes, client risk profile questionnaires etc. to gain an understanding of the client requirements.
• Undertake necessary research and analysis.
• Produce new business reports to a high standard and in line with processes and procedures.
• Create ad hoc letters for clients including fund switches and withdrawals.
• Support the Adviser with new business processing and onboarding journey on the CRM system, ensuring the system is kept up to date.
• Maintain compliant advice files on the CRM system.
• Take responsibility to ensure that all client communication is accurate, appropriate and delivered on time.

Your skills

• Level 4 Diploma in Financial Planning (or working towards). Proficient in MS Word and Excel.
• Previous experience of paraplanning is essential and the ability to work with templated suitability reports and to include additional bespoke explanations/discussions in order to personalise suitability reports outside of the standard wording.
• Good working knowledge of financial planning tools, products, and compliance standards.
• Ability to produce high-quality work with a strong focus on accuracy and detail.

In return you would join a great team and be part of something really special. There will be scope for future prospects including advice if that is the route you wish to take.

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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.