Job Description

Job description

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.

The Role
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 r...

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