IFA Admin/Trainee Paraplanner in Glasgow

IFA Admin/Trainee Paraplanner in Glasgow

Glasgow Full-Time No working from home possible
IDEX Consulting
Idex Consulting has an opportunity for a Financial Planning Administrator to join an Independent Financial Advisor (IFA) who provides a personal, independent, and bespoke wealth management service to high net worth clients. They are looking for an individual eager to train to become a paraplanner . The role is based in their new office in Glasgow city centre . The main responsibility is to provide high-quality technical financial services administration and analytical support to successful Financial Planners. You will be responsible for processing and monitoring technical business , both new and existing. They offer a supportive team environment where progression is strongly encouraged . Additionally, they provide study support for CII qualifications and a competitive salary . They will support you through the process to become a paraplanner. Candidates should have previous experience within an IFA or equivalent and demonstrate professional communication skills . Working towards your diploma in financial services is preferred. #J-18808-Ljbffr
IDEX Consulting

Contact Details:

IDEX Consulting Recruitment Team