Assistant Paraplanner

IDEX Consulting; City of Edinburgh; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Edinburgh is looking for a Paraplanner to assist advisers in providing comprehensive financial planning support. The successful candidate will be responsible for data collection, research, and preparing application forms. A Regulated Diploma in Financial Planning (CII) is required along with excellent IT skills. This position offers a competitive salary and bonus structure.

Qualifications

• Understanding of the financial planning process.
• Ability to engage with product providers effectively.
• Skills in using various financial planning software.

Responsibilities

• Obtain information on existing policies and manage provider communications.
• Produce business illustrations and prepare analysis for Paraplanners.
• Request application forms and associated documentation.

Skills

Ability to work independently

Assertive communication

IT skills in Word and Excel

Education

Regulated Diploma in Financial Planning (CII)

Tools

X-Plan

Iress

Job description

National Financial Planning business is looking to expand their Paraplanning team where you will support Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature.

RESPONSIBILITIES

• Obtain information on existing policies; this will include issuing a letter of authority, chasing up providers regularly and obtaining the information either online, over the telephone or in writing
• Produce new business illustrations
• Prepare information/comparisons for analysis by the Paraplanner and Adviser. This will cover the use of Pulse, IMAGO, Iress and other financial planning software
• Request and obtain application forms and other associated paperwork

Successful candidate will have:

• Progression with Regulated Diploma in Financial Planning (CII)
• Understanding of the Financial Planning process, where appropriate
• Ability to work within defined business processes and to achieve agreed outcomes without supervision
• An assertive "can do" approach to dealing with product providers and fund management groups
• IT skills in Word and Excel as well as in a range of in-house and 3rd party software tools, such as X-Plan and Iress

This is an excellent opportunity to go to the next level, excellent salary and bonus on offer for the successful candidate.

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.