Pensions Paraplanner

An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Technical Specialist/Paraplanner. The ideal candidate will have experience gained by working in an IFA office as a technical administrator but preferably a Senior Paraplanner.You must have a good understanding of the financial services industry and have a good knowledge of investments and pensions. You will cover all aspects of the financial planning and no two days will likely be the same. You will need the ability to react to situations quickly.Data input into our client's back office system as well as systems of insurance companies and other platformsPension switch/transfer recommendations.Arrangement of SIPPs/SSAS pension plansPension Drawdown and pension income withdrawal planningPension Annual Allowance and Lifetime Allowance planning reports, including the use of Lifetime Allowance protection.IHT and Estate planning recommendations via the use of Trusts, Tax Allowances and tax planning vehicles such as EIS/VCT etcInvestment withdrawal planning and tax planning, including on and offshore investment bond surrenders/withdrawals and Capital Gains Tax planningCorporate investment planning and corporate protection, including Keyman Insurance, Relevant Life and Group Schemes.Interaction with insurance companies and platforms to generate appropriate informationSupporting team members with technical administrationTo produce client portfolio valuations from various investment providersSkills and ExperienceExperience using Xplan or something similar.Numerate and literate with some knowledge various administrative systems specifically financial.Key behavioursHelpful and approachable with an enthusiastic nature and a desire for excellence and quality.Reliable, flexible and cooperative.Experience of MS Office inc. Excel, Word, Outlook.Excellent organisational and planning skills with the ability to multi-task.Ideally minimum Diploma qualifiedVisit the IDEX Consulting Ltd website for further opportunities. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We are committed to driving conscious inclusion across our business and creating equitable pathways.Financial ServicesJob type: Permanent