Job Overview

Glasgow, Scotland
Job Type
Full Time
£40,000 - £40,000 Per Year
Date Posted
11 days ago

Additional Details

Job ID
Job Views

Job Description

Idex Consulting are working exclusively for a well regarded Wealth Planning Firm in Glasgow.

We are looking for an exceptional Paraplanner who wants to join a forward thinking and award winning team at the top of their game.

You will be joining a large successful team who are looking for a Senior Paraplanner

Drafting pension reports - DB pension transfers, contributions - new and top ups, withdrawals - ad hoc and tax-free cash, annual reviews
Producing pension comparison reports using Selecta Pensions and Analytics
Preparing paperwork for final salary transfers and processing to completion
Obtaining TVAS reportsYou will also be involved in the research and report writing for the full spectrum of financial services products.

Diploma in Financial Services would be advantageous as would AF7.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 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


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