My Client is currently looking for an experienced Paraplanner to join their business in Glasgow

THE ROLE

To prepare written advice and provide technical research services to a team of Advisors and partners
To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner
Regularly participate in team meetings, including highlighting issues and owning actions through to resolution
Assist with any new business initiatives, as required
Proactive in suggesting improvements for the continuing progression of the team and Company
Strong technical knowledge and research of financial services products
Relevant experience in a Wealth Management environment
Effective communication, both verbally and in writing
Effective drafting of client advice
Ability to attend client meetings

THE CANDIDATE

Ideally Diploma level (or equivalent)
The candidate must have full paraplanning experience
Experience in a fee based environment
Discretionary management, cash flow modelling and financial planning, analysis of existing investments and able to formulate advice with the Wealth Adviser
Experience in report writing and research (ideally pre-sale)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.

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