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SENIOR PARAPLANNER

Job description

Idex Consulting are working exclusively for a well regarded Wealth Planning Firm in Glasgow.

We are looking for an exceptional Paraplanner who wants to join a forward thinking and award winning team at the top of their game.

You will be joining a large successful team who are looking for a Senior Paraplanner

  • Drafting pension reports - DB pension transfers, contributions - new and top ups, withdrawals - ad hoc and tax-free cash, annual reviews
  • Producing pension comparison reports using Selecta Pensions and Analytics
  • Preparing paperwork for final salary transfers and processing to completion
  • Obtaining TVAS reports

You will also be involved in the research and report writing for the full spectrum of financial services products.

Diploma in Financial Services would be advantageous as would AF7.

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