Idex Consulting have a new opportunity for an experienced Paraplanner to join a IFA Practice in Edinburgh City Centre.
Key Responsibilities & Accountabilities:
- Ensure completeness of client file/data gathering
- Confirm risk profile, capacity for loss and knowledge and experience is determined and updated
- Check all necessary information and paperwork is present.
Preparation of recommendations
- Attend client meetings, if required
- Identify and obtain information necessary to compile clients' recommendations
- Assisting Financial Adviser identifying areas for planning
- Carry out technical calculations
- Present Cashflow Modelling scenarios to clients
- Research products to support recommendations
- Prepare information and comparison for analysis by Financial Adviser
- Produce financial planning recommendations and suitability reports
- Review investment portfolio, asset allocation, risk profile, capacity for loss and knowledge and experience
- Ensure that all FCA, regulatory, industry and compliance standards are met
Knowledge
- Competent in Microsoft Office package
- Excellent technical knowledge of all aspects of financial services products and taxation
- Knowledge of technical financial planning tools
- Knowledge and experience of holistic financial planning
Experience
- Experience in a Paraplanner role in an independent environment
Qualifications
- A minimum of Diploma in Financial Planning, ideally working towards Chartered
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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.