Administrator/Trainee Paraplanner

IDEX Consulting

  • USA
  • Permanent
  • Full-time
  • 2 days ago
A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business based in Edinburgh.You must have some experience in the IFA Industry and be working towards your diploma in financial services.The role will involve:
  • Report writing for a variety of financial services products including ISA's and pensions
  • Platform work including switches on Quilter/Transact/Parmenion
  • Develop and maintain effective relationships with clients, colleagues and product providers.
  • Point of contact for Advisers, Clients, Insurance Companies and third party providers.
  • Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
  • Maintain client records on Intelligent Office (IO) to ensure they are up to date and accurate.
  • Update client information on Intelligent Office and inform adviser accordingly.
  • Ensure all client letters, company information and correspondence is uploaded to Intelligent Office, and named following the company procedure and allocated to the correct client
  • Provide a valuation table and review pack to the adviser in a timely manner for a client ensuring the information is up to date and accurate.
  • Ability to ask the correct questions in order to obtain full details & up to date information in respect of client plans.
  • Working towards and getting support to become full Paraplanner.
In return you will receive an excellent salary and bonus and an opportunity to join one of Scotland's fasted growing IFA businesses.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.Our Diversity, Equity and Inclusion MissionAt 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.

IDEX Consulting