Paraplanner: Research, Reports & Career Growth 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

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.