IFA Admin/Trainee Paraplanner
Job Description
Job title: IFA Admin/Trainee 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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IFA Admin/Trainee Paraplanner
Job details Posted 09 January 2024 Salary£25000.00 – £30000.00 per annum + Excellent benefits package LocationGlasgow Job type Discipline Expiry 18 April 2024 Reference40316_1704794946
Consultant
Executive Director & Regional Manager
IFA Admin/Trainee Paraplanner
Job description
Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.
They are looking for an individual who is keen to train to become a paraplanner.
They have a lovely new office in Glasgow city centre.
They are looking for someone to provide high quality technical financial services administration and analytical support to successful Financial Planners in the business.
You will be responsible for processing and monitoring technical business, both new and existing.
You will have the opportunity to work in a supportive team environment where progression is strongly supported.
In addition, you will be provided with study support for CII qualifications and a competitive salary. They will put you through the process to become a paraplanner.
Candidates need to have previous experience within an IFA or equivalent and a professional communication manner.
Working towards your diploma in financial services is desired.
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: £30000 per year
Location: Glasgow
Job date: Thu, 11 Jan 2024 08:41:08 GMT
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