PARAPLANNER (half day every Friday)

IDEX Consulting; Glasgow; On-site; GBP 30,000 - 40,000; Full time

Job summary

IDEX Consulting is seeking an experienced Paraplanner to join a well-established Independent Financial Adviser firm in Glasgow City Centre. The selected candidate will provide technical support, conduct product research, and prepare reports for a diverse clientele. Candidates must possess prior paraplanning experience and ideally hold or be working towards a Diploma Level 4 qualification. The role includes a competitive salary, bonus potential, and a comprehensive benefits package, fostering significant career development opportunities in a supportive environment.

Benefits

Flexible benefits

Career development potential

Qualifications

• Prior experience in paraplanning is essential.
• A Diploma Level 4 qualification or working towards it is mandatory.

Responsibilities

• Providing technical support and conducting full product research using various tools.
• Preparing bespoke reports for clients.
• Dealing with a diverse range of clients, including high net worth individuals.

Skills

Paraplanning experience

Technical support

Product research

Education

Diploma Level 4 or working towards it

Job description

We are looking for an experienced Paraplanner to join a well-established Independent Financial Adviser firm based in Glasgow City Centre.

As a Paraplanner, your main responsibilities will include providing technical support, conducting full research of products using various tools, and preparing bespoke reports.

You will be working with pensions, investments, tax, and protection products, dealing with a diverse range of clients, including high net worth individuals.

To be considered for this position, candidates must have prior experience in paraplanning. A Diploma Level 4 qualification or working towards it is essential.

The role offers a very competitive basic salary, bonus potential, and a comprehensive benefits package, including flexible benefits.

This is an exciting opportunity to join a growing team with significant career development potential!

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Our Diversity, Equity, and Inclusion Mission

At IDEX, we aim to foster an inclusion-first culture where everyone is treated fairly and can bring their authentic selves to work. We recognize that achieving diverse representation at all levels requires ongoing, measurable efforts. We are committed to promoting conscious inclusion and creating equitable career pathways.