IFA Administrator/Paraplanner
An exciting opportunity has arisen for an experienced IFA Administrator/Paraplanner to join a well-established and respected IFA practice in Edinburgh.The Role: We are seeking an experienced IFA Administrator / Paraplanner to support the practice''s Financial Planners. You will:Conduct research and obtain illustrationsUse analytical software for financial planningPrepare client suitability letters and financial reportsEnsure recommendations are implemented accuratelyCheck trades on investment platformsOversee annual reviews and maintain client liaisonRequirements:Level 4 Diploma qualified, or close to completionProven experience in a paraplanning or IFA administration roleStrong attention to detail and organisational skillsWhat''s on Offer:Competitive salary of £35,000Opportunity to work in a well-run, client-focused business This is an excellent opportunity to progress your career in paraplanning with a reputable firmVisit 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 busine
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