Paraplanner (Glasgow)

IDEX Consulting Ltd.; Glasgow; On-site; GBP 30,000 - 42,000; Full time

Job summary

IDEX Consulting Ltd. in Glasgow seeks an experienced Paraplanner to support a thriving advisory team. The successful candidate will bring flexibility and confidence to contribute to ongoing growth.

You should be diploma qualified or working towards it, with strong communication skills as you may interact directly with clients. The role focuses on research and report writing, including suitability reports for a range of products and services.

Qualifications

• Diploma qualified or working towards this qualification.
• Excellent communication skills for client interaction.
• Experience researching and writing suitability reports.
• Experience writing reports on varied products and services.

Responsibilities

• Research and write client reports to support advisory decisions.
• Prepare and tailor suitability reports for a range of products and services.
• Collaborate with the advisory team to develop and improve reports.

Skills

Communication skills

Research and report writing

Suitability report writing

Education

Diploma qualified

Working towards diploma

Job description

A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving team in Glasgow. They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow.

I am looking for a candidates with previous technical experience in a Paraplanner role. Ideally you will come from an independent firm of Financial Advisers, although those with restricted backgrounds will also be considered.

You should be diploma qualified, or working towards this qualification and have excellent communication skills as you may be dealing directly with clients.

Your main role will involve research and report writing and as such all candidates must be competent suitability report writers and must have experience of writing varied reports on different products and services.

As a growing business the role has scope for progression in the future into management or advising as they have an internal academy to push you on your career path.

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 recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.