Trainee Paraplanner

Are you an experienced IFA Administrator looking to take the next step in your career?

Idex Consulting is recruiting for a highly respected Independent Financial Advice (IFA) practice based in the heart of Milngavie.

Known for their client-first approach and professional excellence, they are looking for a motivated individual to join as a Trainee Paraplanner.

This isn't just a job; it’s a structured career path. They will provide the mentorship, resources, and financial support you need to achieve your Level 4 Diploma in Financial Planning and transition into a fully-fledged Paraplanner.

Working closely with their Financial Planners and senior technical team, you will bridge the gap between administration and technical research. Your responsibilities will evolve as you learn, including:

• Technical Support:
  Assisting in the preparation of suitability reports and client annual reviews.
• Research:
  Conducting provider and product research (Pensions, Investments, and Protection).
• Data Management:
  Ensuring client files are compliant and all "Know Your Client" (KYC) information is accurate.
• Client Liaison:
  Acting as a professional point of contact for high-net-worth clients and providers.

• Experience:
  
  You must have previous experience working within an IFA or Wealth Management environment in an administrative capacity.
• Ambition:
  You are career-driven and committed to sitting your R0 exams to achieve the Level 4 Diploma.
• Precision:
  You have an eagle eye for detail and take pride in the accuracy of your work.
• Location:
  
  You are based in or within easy commuting distance of Milngavie.

• Full Study Support:
  They cover the costs of your exams, study materials, and provide dedicated study leave.
• Mentorship:
  Work directly with senior planners who are invested in your professional growth.
• Work-Life Balance:
  Enjoy the benefits of a local, friendly office atmosphere without the gruelling city-centre commute.
• Competitive Salary:
  Generous starting salary plus a performance-based bonus and pension.

If you are ready to stop "just doing admin" and start building a career in technical financial planning, we want to hear from you.