Paraplanner
Job Description
Job title: Paraplanner
Company: IDEX Consulting
Job description: Access real-time salary data on over 600 roles across 40 different specialisms across the General Insurance, Financial Services and Legal professions.
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
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Paraplanner
Job details Posted 20 February 2024 Salary£30000.00 – £45000.00 per annum LocationAberdeen Job type Discipline Expiry 30 May 2024 Reference41110_1708421339
Consultant
Senior Consultant
Paraplanner
Job description
A new opportunity has arisen for a Paraplanner for a successful IFA based in Aberdeen.
The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role.
Responsibilities:
- Support the Financial Planners to enable the achievement of targets and meet client expectations
- Full analysis of client requirements, development of cash flow models and accurate recording of client data
- Research in preparation of client recommendations
- Prepare suitability reports and letters
- Schedule and prepare client reviews, updating cash flow models, performance analysis, production of supporting reports and identifying opportunities and threats
- Liaise with clients by telephone, email, letter and attend meetings
- Liaise with other professional Advisers e.g. Solicitors and Accountants
Skills and qualifications:
- Attained or working towards the Diploma in Regulated Financial Planning
- Experience working in a financial services environment
- Strong understanding of financial products and services
- Excellent administrative, research, report writing
- Proficient in the use of Microsoft Office
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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.
Our Diversity, Equity and Inclusion Mission
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.
Expected salary: £45000 per year
Location: Nottingham
