Paraplanner (Glasgow)

IDEX Consulting; Glasgow; On-site; GBP 30,000 - 60,000; Full time

Job summary

A forward-thinking company is seeking a skilled Paraplanner to join their Glasgow team. This role involves developing personalized financial strategies for high net worth clients, drafting comprehensive reports, and performing essential cash flow modelling and tax calculations. The firm is committed to flexible working arrangements, allowing you to balance your professional and personal life effectively. With a focus on independence and bespoke service, this position offers a unique opportunity to grow your career while making a significant impact in the wealth management sector. If you are passionate about financial planning and looking to advance towards Chartered status, this role is perfect for you.

Qualifications

• Must have full paraplanning experience and be working towards Chartered status.
• Experience in report writing and dealing with high-pressure situations.

Responsibilities

• Develop financial planning strategies tailored to client needs.
• Draft client-centric financial planning reports and perform cash flow modelling.

Skills

Financial Planning

Report Writing

Cash Flow Modelling

Tax Calculations

Research Skills

Ability to Work Under Pressure

Education

Diploma Level Qualification

Job description

Idex Consulting have an opportunity for a Paraplanner to join an IFA based in Glasgow who provide a personal, independent and bespoke wealth management service to high net worth clients.

The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a few times per week.

About the role:

• Develop financial planning strategies in line with the client's needs, goals and objectives.
• Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards.
• Cash flow modelling, tax calculations, liaising with product providers etc.

THE CANDIDATE

• Must be Diploma level (or equivalent) and looking to work towards Chartered status
• The candidate must have full paraplanning experience
• Experience in report writing and research
• Able to deal with a fast pace and high pressure