Senior Paraplanner
Job Description
Job title: Senior 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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Senior Paraplanner
Job details Posted 30 January 2024 Salary£40000.00 – £45000.00 per annum + Excellent benefits package LocationGlasgow Job type Discipline Expiry 09 May 2024 Reference40439_1706620290
Consultant
Executive Director & Regional Manager
Senior Paraplanner
Job description
A new and very exciting opportunity has arisen within this highly regarded accountancy practice with an excellent wealth planning arm.
We are looking for a high end paraplanner who will provide technical support to a Senior Adviser, completing analysis and research and preparing recommendations for products.
- Preparing the fund switch report
- Assist in completing the client fact find
- Submit new business with providers
- Client contact and updates
- Completing initial information gathering and analysis on existing products
- Provide research via the Select-a-pension report
- Provide research on annuity and protection providers
- Preparing suitability reports to cover all recommendations
- Ensuring the advice file is to a high compliance standard
- Reviewing client documents prior to a presentation meeting
- Gathering illustrations, fund factsheets and Key Features Documents
- Attend client meetings, where required
- Cash flow planning
- Tax calculations
If you are a paraplanner wanting to go to the next level, this firm will give you the platform to do so.
There is a huge scope for progression within the business.
You must have diploma or close to completing to be successful in your application.
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: Birmingham
