Assistant Paraplanner

IDEX Consulting; Glasgow; On-site; GBP 30,000 - 45,000; Full time

Job summary

A national financial planning business is seeking a Paraplanner in Glasgow to support Advisers and clients through data collection, product research, and application form preparation. Ideal candidates will have a regulated diploma in Financial Planning and a proactive approach to providers. This role offers excellent salary and bonus potential, working in an inclusive company culture.

Qualifications

• Progression with Regulated Diploma in Financial Planning (CII).
• Understanding of the Financial Planning process where appropriate.
• Ability to work within defined business processes and achieve outcomes without supervision.
• An assertive 'can do' approach dealing with product providers.
• IT skills in Word and Excel, proficient in in-house and 3rd party software tools.

Responsibilities

• Obtain information on existing policies, issue letters of authority.
• Produce new business illustrations.
• Prepare information/comparisons for analysis by the Paraplanner and Adviser.
• Request and obtain application forms and associated paperwork.

Skills

Understanding of the Financial Planning process

Ability to work within defined business processes

Assertive approach to dealing with product providers

IT skills in Word

IT skills in Excel

Proficient in financial planning software (X-Plan, Iress)

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

QUALIFICATIONS

• 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.