Senior Technical Paraplanner

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 Technical Paraplanner and DB transfer specialist.

• Drafting pension reports - DB pension transfers, contributions - new and top ups, withdrawals - ad hoc and tax-free cash and 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 is essential as would AF7.

In return you will receive a highly competitive salary and benefits package and be joining a firm who have triumphed throughout the pandemic and given their clients thorough and much needed quality advice.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.