Senior Paraplanner
IDEX Consulting Ltd
GlasgowOn-site£48k - £54kfull timePosted 1mo agoEarly applicant likely
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I am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team. The role will involve the following Obtain illustrations, related documentation and forms to support suitability reports Preparation of draft annual review letters including re-balancing of portfolios, drawdown reviews, investments, pension transfers, estate planning (IHT), VCTs and EIS etc. Manage pipeline repo...
About IDEX Consulting Ltd
IDEX Consulting Ltd is a recruitment firm that hires for roles in pensions administration, financial planning, and wealth management. The excerpts show it places candidates in positions such as pensions operations managers, IFA administrators, and paraplanners.
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