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  • Salary: £25000.00 - £30000.00 per annum
  • Location: Glasgow
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    30 May 2017
  • Job reference: 4455
My Client is currently looking for a Paraplanner to join their team in Glasgow.

The key purpose of the role is to assist one or more senior Private Client Advisers in the delivery of advice and ongoing services to prospective, new and existing clients.

• The role holder will be responsible for researching, analysing and compiling Financial Planning reports, in conjunction with the Senior Private Client Advisers
• Conduct research on clients’ financial planning arrangements (existing and recommended)
• Undertake investment portfolio analysis, including asset allocation analysis
• Compile investment/pension/protection illustrations, projections and associated documentation
• Prepare client service agreement letters and suitability letters
• Transfer transaction instructions to application forms
• Assist in the management of the Advisers’ client commitments, diary planning and management of fee income
• Handle client queries
• Ensure client files comply with the company business quality standards
• Assist in checking client valuations
• Provide support with ad hoc projects and tasks where necessary
• To develop professionally and achieve high levels of technical knowledge and sales skills
• To excel and progress within a busy, performance related environment
• To act in a professional manner at all times, often in the absence of the Senior Private Client Advisers
• To work towards the Certificate in Paraplanning

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Our clients include: